Planning Strategies Inc.’s Cohen & Steers Real Estate Active ETF CSRE Stock Holding History

Planning Strategies Inc.’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 Q2	$2.23M	Buy	+78,546	New	+$2.23M	1.39%	17

Other funds holding CSRE

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Nixon Peabody Trust Boston, Massachusetts $1.41B AUM 27.78% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

New England Capital Financial Advisors Meriden, Connecticut $418M AUM 16.7% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Ascension Capital Advisors Houston, Texas $356M AUM 16.16% 1-Year Est. Return

Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return

RFG - Bristol Wealth Advisors Taunton, Massachusetts $414M AUM 24.65% 1-Year Est. Return

Planning Strategies Inc.'s CSRE Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Cohen & Steers Real Estate Active ETF (CSRE) in Q2 2026: 78,546 shares worth $2.23M. The stake represents 1.39% of the portfolio and ranks #17 among its holdings.

36 funds tracked by Wall St. Rank hold CSRE as of Q2 2026.

Planning Strategies Inc. held 78,546 shares of Cohen & Steers Real Estate Active ETF worth $2.23M as of Q2 2026.
Cohen & Steers Real Estate Active ETF was a new Planning Strategies Inc. position in Q2 2026.
Cohen & Steers Real Estate Active ETF made up 1.39% of Planning Strategies Inc.'s portfolio in Q2 2026, its #17 holding.
36 funds tracked by Wall St. Rank held Cohen & Steers Real Estate Active ETF as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.