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

Wealth Enhancement Advisory Services’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	$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

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

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 New York $65.2B AUM 31.44% 1-Year Est. Return

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Wealth Enhancement Advisory Services's CSPF Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Cohen & Steers Preferred and Income Opportunities Active ETF (CSPF) stake by 30% in Q2 2026, buying an estimated $356K and bringing the position to 58,918 shares worth $1.54M. The position accounts for ﹤0.01% of the portfolio, ranked #1757.

Wealth Enhancement Advisory Services first reported a position in CSPF in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.06M in Q4 2025. 47 funds tracked by Wall St. Rank hold CSPF as of Q2 2026.

Wealth Enhancement Advisory Services held 58,918 shares of Cohen & Steers Preferred and Income Opportunities Active ETF worth $1.54M as of Q2 2026.
Wealth Enhancement Advisory Services bought 13,675 Cohen & Steers Preferred and Income Opportunities Active ETF shares in Q2 2026, an estimated $356K.
Cohen & Steers Preferred and Income Opportunities Active ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1757 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 6 quarters since.
Wealth Enhancement Advisory Services's Cohen & Steers Preferred and Income Opportunities Active ETF position peaked at $2.06M in Q4 2025.
47 funds tracked by Wall St. Rank held Cohen & Steers Preferred and Income Opportunities Active ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.