Visionary Wealth Advisors
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Visionary Wealth Advisors’s Cohen & Steers Natural Resources Active ETF CSNR Stock Holding History

Visionary Wealth Advisors’s Portfolio CSNR Stock Details CSNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$327K Buy
9,044
+373
+4% +$13.6K 0.01% 533
2026
Q2 		$290K Sell
8,671
-423
-5% -$15.5K 0.01% 552
2026
Q1 		$342K Buy
+9,094
New +$322K 0.02% 494

Other funds holding CSNR

RFG Advisory
RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Financial Management Network
Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return
Daymark Wealth Partners
Daymark Wealth Partners Cincinnati, Ohio $4.41B AUM 22.52% 1-Year Est. Return
Inspirion Wealth Advisors
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Pinnacle Financial Partners (Georgia)
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.8B AUM 20.98% 1-Year Est. Return
Sanctuary Advisors
Sanctuary Advisors Indianapolis, Indiana $23.4B AUM 20.87% 1-Year Est. Return
Vaquero Private Wealth
Vaquero Private Wealth Dallas, Texas $477M AUM

Visionary Wealth Advisors's CSNR Position: Q3 2026 in Review

Visionary Wealth Advisors increased its Cohen & Steers Natural Resources Active ETF (CSNR) stake by 4.3% in Q3 2026, buying an estimated $13.6K and bringing the position to 9,044 shares worth $327K. The position accounts for 0.01% of the portfolio, ranked #533.

Visionary Wealth Advisors first reported a position in CSNR in Q1 2026 and has held it in 3 quarters since. The position peaked at $342K in Q1 2026. 30 funds tracked by Wall St. Rank hold CSNR as of Q3 2026.

  • Visionary Wealth Advisors held 9,044 shares of Cohen & Steers Natural Resources Active ETF worth $327K as of Q3 2026.
  • Visionary Wealth Advisors bought 373 Cohen & Steers Natural Resources Active ETF shares in Q3 2026, an estimated $13.6K.
  • Cohen & Steers Natural Resources Active ETF made up 0.01% of Visionary Wealth Advisors's portfolio in Q3 2026, its #533 holding.
  • Visionary Wealth Advisors first reported a position in Cohen & Steers Natural Resources Active ETF in Q1 2026 and has held it in 3 quarters since.
  • Visionary Wealth Advisors's Cohen & Steers Natural Resources Active ETF position peaked at $342K in Q1 2026.
  • 30 funds tracked by Wall St. Rank held Cohen & Steers Natural Resources Active ETF as of Q3 2026.

Based on Visionary Wealth Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.