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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$2.33M Buy
92,387
+33,469
+57% +$866K ﹤0.01% 1564
2026
Q2
$1.54M Buy
58,918
+13,675
+30% +$356K ﹤0.01% 1757
2026
Q1
$1.16M Sell
45,243
-34,024
-43% -$888K ﹤0.01% 1703
2025
Q4
$2.06M Buy
79,267
+9,972
+14% +$259K ﹤0.01% 1497
2025
Q3
$1.81M Buy
69,295
+18,486
+36% +$477K ﹤0.01% 1501
2025
Q2
$1.3M Buy
50,809
+5,884
+13% +$147K ﹤0.01% 1598
2025
Q1
$1.13M Buy
+44,925
New +$1.13M ﹤0.01% 1541

Other funds holding CSPF

Wealth Enhancement Advisory Services's CSPF Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Cohen & Steers Preferred and Income Opportunities Active ETF (CSPF) stake by 57% in Q3 2026, buying an estimated $866K and bringing the position to 92,387 shares worth $2.33M. The position accounts for ﹤0.01% of the portfolio, ranked #1564.

Wealth Enhancement Advisory Services first reported a position in CSPF in Q1 2025 and has held it in 7 quarters since. 19 funds tracked by Wall St. Rank hold CSPF as of Q3 2026.

  • Wealth Enhancement Advisory Services held 92,387 shares of Cohen & Steers Preferred and Income Opportunities Active ETF worth $2.33M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 33,469 Cohen & Steers Preferred and Income Opportunities Active ETF shares in Q3 2026, an estimated $866K.
  • Cohen & Steers Preferred and Income Opportunities Active ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1564 holding.
  • Wealth Enhancement Advisory Services first reported a position in Cohen & Steers Preferred and Income Opportunities Active ETF in Q1 2025 and has held it in 7 quarters since.
  • 19 funds tracked by Wall St. Rank held Cohen & Steers Preferred and Income Opportunities Active ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.