WealthBridge Capital Management’s Cohen & Steers Preferred and Income Opportunities Active ETF CSPF Stock Holding History

WealthBridge Capital Management’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 Q3	$277K	Buy	+10,996	New	+$285K	0.05%	214

Other funds holding CSPF

Oak Harvest Investment Services Houston, Texas $1.07B AUM 32.83% 1-Year Est. Return

FFG

Fortem Financial Group Palm Desert, California $487M AUM 43.02% 1-Year Est. Return

Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return

LexAurum Advisors Overland Park, Kansas $893M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return

Flagship Capital Management Media, Pennsylvania $164M AUM 28.04% 1-Year Est. Return

LFGO

Legacy Financial Group (Oklahoma) Tulsa, Oklahoma $444M AUM 14.45% 1-Year Est. Return

OxenFree Capital Satellite Beach, Florida $231M AUM 11.23% 1-Year Est. Return

WealthBridge Capital Management's CSPF Position: Q3 2026 in Review

WealthBridge Capital Management opened a new position in Cohen & Steers Preferred and Income Opportunities Active ETF (CSPF) in Q3 2026: 10,996 shares worth $277K. The stake represents 0.05% of the portfolio and ranks #214 among its holdings.

14 funds tracked by Wall St. Rank hold CSPF as of Q3 2026.

WealthBridge Capital Management held 10,996 shares of Cohen & Steers Preferred and Income Opportunities Active ETF worth $277K as of Q3 2026.
Cohen & Steers Preferred and Income Opportunities Active ETF was a new WealthBridge Capital Management position in Q3 2026.
Cohen & Steers Preferred and Income Opportunities Active ETF made up 0.05% of WealthBridge Capital Management's portfolio in Q3 2026, its #214 holding.
14 funds tracked by Wall St. Rank held Cohen & Steers Preferred and Income Opportunities Active ETF as of Q3 2026.

Based on WealthBridge Capital Management's 13F filing for Q3 2026, filed 16 Oct 2026.