UBS Group’s Cohen & Steers Preferred and Income Opportunities Active ETF CSPF Stock Holding History

UBS Group’s Portfolio CSPF Stock Details CSPF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$41.7K	Buy	+1,657	New	+$42.9K	﹤0.01%	7782

Other funds holding CSPF

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return

Rockefeller Capital Management New York $68.5B AUM 24.33% 1-Year Est. Return

Oak Harvest Investment Services Houston, Texas $1.07B AUM 32.83% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

FFG

Fortem Financial Group Palm Desert, California $487M AUM 43.02% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Daymark Wealth Partners Cincinnati, Ohio $4.41B AUM 22.52% 1-Year Est. Return

UBS Group's CSPF Position: Q3 2026 in Review

UBS Group opened a new position in Cohen & Steers Preferred and Income Opportunities Active ETF (CSPF) in Q3 2026: 1,657 shares worth $41.7K. The stake represents ﹤0.01% of the portfolio and ranks #7782 among its holdings.

53 funds tracked by Wall St. Rank hold CSPF as of Q3 2026.

UBS Group held 1,657 shares of Cohen & Steers Preferred and Income Opportunities Active ETF worth $41.7K as of Q3 2026.
Cohen & Steers Preferred and Income Opportunities Active ETF was a new UBS Group position in Q3 2026.
Cohen & Steers Preferred and Income Opportunities Active ETF made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #7782 holding.
53 funds tracked by Wall St. Rank held Cohen & Steers Preferred and Income Opportunities Active ETF as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.