UAG
CSIO

United Advisor Group’s Cohen & Steers Infrastructure Opportunities Active ETF CSIO Stock Holding History

United Advisor Group’s Portfolio CSIO Stock Details CSIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$686K Buy
24,041
+12,028
+100% +$343K 0.07% 267
2026
Q1 		$333K Buy
+12,013
New +$325K 0.04% 371

Other funds holding CSIO

Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
BIG
Builder Investment Group Atlanta, Georgia $505M AUM 31.7% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $697M AUM 21.37% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

United Advisor Group's CSIO Position: Q2 2026 in Review

United Advisor Group increased its Cohen & Steers Infrastructure Opportunities Active ETF (CSIO) stake by 100% in Q2 2026, buying an estimated $343K and bringing the position to 24,041 shares worth $686K. The position accounts for 0.07% of the portfolio, ranked #267.

United Advisor Group first reported a position in CSIO in Q1 2026 and has held it in 2 quarters since. 16 funds tracked by Wall St. Rank hold CSIO as of Q2 2026.

  • United Advisor Group held 24,041 shares of Cohen & Steers Infrastructure Opportunities Active ETF worth $686K as of Q2 2026.
  • United Advisor Group bought 12,028 Cohen & Steers Infrastructure Opportunities Active ETF shares in Q2 2026, an estimated $343K.
  • Cohen & Steers Infrastructure Opportunities Active ETF made up 0.07% of United Advisor Group's portfolio in Q2 2026, its #267 holding.
  • United Advisor Group first reported a position in Cohen & Steers Infrastructure Opportunities Active ETF in Q1 2026 and has held it in 2 quarters since.
  • 16 funds tracked by Wall St. Rank held Cohen & Steers Infrastructure Opportunities Active ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.