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Cohen & Steers Preferred and Income Opportunities Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Cohen & Steers
1
Cohen & Steers
New York
$20.3M +$625K +25,000 +3%
Daymark Wealth Partners
2
Daymark Wealth Partners
Ohio
$4.07M +$3.99M +159,657 New
RFG Advisory
3
RFG Advisory
Alabama
$1.85M +$1.81M +72,496 New
Armor Investment Advisors
4
Armor Investment Advisors
North Carolina
$1.8M +$1.77M +70,706 New
Sanctuary Advisors
5
Sanctuary Advisors
Indiana
$1.79M +$1.75M +70,104 New
SK Wealth Management
6
SK Wealth Management
Rhode Island
$1.59M +$1.55M +62,075 New
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$1.3M +$147K +5,884 +13%
Kestra Advisory Services
8
Kestra Advisory Services
Texas
$1.03M +$1.01M +40,327 New
McCarter Private Wealth Services
9
McCarter Private Wealth Services
Massachusetts
$550K +$540K +21,586 New
Financial Insights
10
Financial Insights
Washington
$538K +$529K +21,133 New
HUB Investment Partners
11
HUB Investment Partners
Texas
$503K +$2.13K +85 +0.4%
HighTower Advisors
12
HighTower Advisors
Illinois
$204K – – –