WA
CSPF

Wealth Alliance’s Cohen & Steers Preferred and Income Opportunities Active ETF CSPF Stock Holding History

Wealth Alliance’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
Q2 		$929K Buy
35,640
+7,693
+28% +$200K 0.08% 205
2026
Q1 		$716K Buy
27,947
+4,401
+19% +$115K 0.07% 232
2025
Q4 		$610K Hold
23,546
– – 0.06% 264
2025
Q3 		$612K Buy
+23,546
New +$607K 0.06% 262

Other funds holding CSPF

CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
OHIS
Oak Harvest Investment Services Houston, Texas $1.07B AUM 42.34% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
SWM
SK Wealth Management Providence, Rhode Island $444M AUM 18.54% 1-Year Est. Return
FFG
Fortem Financial Group Palm Desert, California $490M AUM 60.73% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Wealth Alliance's CSPF Position: Q2 2026 in Review

Wealth Alliance increased its Cohen & Steers Preferred and Income Opportunities Active ETF (CSPF) stake by 28% in Q2 2026, buying an estimated $200K and bringing the position to 35,640 shares worth $929K. The position accounts for 0.08% of the portfolio, ranked #205.

Wealth Alliance first reported a position in CSPF in Q3 2025 and has held it in 4 quarters since. 47 funds tracked by Wall St. Rank hold CSPF as of Q2 2026.

  • Wealth Alliance held 35,640 shares of Cohen & Steers Preferred and Income Opportunities Active ETF worth $929K as of Q2 2026.
  • Wealth Alliance bought 7,693 Cohen & Steers Preferred and Income Opportunities Active ETF shares in Q2 2026, an estimated $200K.
  • Cohen & Steers Preferred and Income Opportunities Active ETF made up 0.08% of Wealth Alliance's portfolio in Q2 2026, its #205 holding.
  • Wealth Alliance first reported a position in Cohen & Steers Preferred and Income Opportunities Active ETF in Q3 2025 and has held it in 4 quarters since.
  • 47 funds tracked by Wall St. Rank held Cohen & Steers Preferred and Income Opportunities Active ETF as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.