Wealth Enhancement Advisory Services’s Cohen & Steers Real Estate Active ETF CSRE Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio CSRE Stock Details CSRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$827K	Buy	+30,987	New	+$887K	﹤0.01%	2341

Other funds holding CSRE

Nixon Peabody Trust Boston, Massachusetts $1.54B AUM 24.76% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return

Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return

RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

Quantum Financial Planning Services Spokane, Washington $367M AUM 8.86% 1-Year Est. Return

Planning Strategies Lancaster, Pennsylvania $169M AUM

Mills Wealth Advisors Southlake, Texas $316M AUM 8.08% 1-Year Est. Return

Freedom Financial Partners Oakdale, Minnesota $305M AUM 12.88% 1-Year Est. Return

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

Wealth Enhancement Advisory Services opened a new position in Cohen & Steers Real Estate Active ETF (CSRE) in Q3 2026: 30,987 shares worth $827K. The stake represents ﹤0.01% of the portfolio and ranks #2341 among its holdings.

33 funds tracked by Wall St. Rank hold CSRE as of Q3 2026.

Wealth Enhancement Advisory Services held 30,987 shares of Cohen & Steers Real Estate Active ETF worth $827K as of Q3 2026.
Cohen & Steers Real Estate Active ETF was a new Wealth Enhancement Advisory Services position in Q3 2026.
Cohen & Steers Real Estate Active ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2341 holding.
33 funds tracked by Wall St. Rank held Cohen & Steers Real Estate Active ETF as of Q3 2026.

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