Fortem Financial Group LLC Makes New $7.78 Million Investment in Cohen & Steers Preferred and Income Opportunities Active ETF $CSPF

Fortem Financial Group LLC acquired a new stake in Cohen & Steers Preferred and Income Opportunities Active ETF (NYSEARCA:CSPF) in the 4th quarter, Holdings Channel reports. The firm acquired 300,324 shares of the company’s stock, valued at approximately $7,784,000. Cohen & Steers Preferred and Income Opportunities Active ETF comprises approximately 2.1% of Fortem Financial Group LLC’s investment portfolio, making the stock its 10th biggest holding. Fortem Financial Group LLC owned about 0.07% of Cohen & Steers Preferred and Income Opportunities Active ETF at the end of the most recent quarter.

Other hedge funds also recently modified their holdings of the company. Townsend & Associates Inc bought a new stake in Cohen & Steers Preferred and Income Opportunities Active ETF during the 4th quarter valued at $32,493,000. Exchange Traded Concepts LLC grew its holdings in shares of Cohen & Steers Preferred and Income Opportunities Active ETF by 5.7% during the fourth quarter. Exchange Traded Concepts LLC now owns 350,171 shares of the company’s stock valued at $9,076,000 after buying an additional 18,965 shares during the last quarter. RFG Advisory LLC grew its holdings in shares of Cohen & Steers Preferred and Income Opportunities Active ETF by 25.2% during the fourth quarter. RFG Advisory LLC now owns 114,843 shares of the company’s stock valued at $2,977,000 after buying an additional 23,088 shares during the last quarter. HighTower Advisors LLC grew its holdings in shares of Cohen & Steers Preferred and Income Opportunities Active ETF by 1,269.9% during the third quarter. HighTower Advisors LLC now owns 109,646 shares of the company’s stock valued at $2,850,000 after buying an additional 101,642 shares during the last quarter. Finally, SK Wealth Management LLC grew its holdings in shares of Cohen & Steers Preferred and Income Opportunities Active ETF by 35.9% during the fourth quarter. SK Wealth Management LLC now owns 89,997 shares of the company’s stock valued at $2,358,000 after buying an additional 23,795 shares during the last quarter.

Cohen & Steers Preferred and Income Opportunities Active ETF Stock Performance

NYSEARCA CSPF opened at $26.11 on Monday. Cohen & Steers Preferred and Income Opportunities Active ETF has a 1 year low of $24.94 and a 1 year high of $26.50. The company has a fifty day moving average price of $25.96 and a 200-day moving average price of $26.04.

Cohen & Steers Preferred and Income Opportunities Active ETF Company Profile

The Cohen & Steers Preferred and Income Opportunities Active ETF (CSPF) is an exchange-traded fund that mostly invests in broad credit fixed income. The fund seeks total return through an actively managed portfolio of preferred and income-producing debt securities perceived to be undervalued relative to credit quality and other investment factors. The fund may invest in securities of any credit quality and maturity issued by firms around the globe. CSPF was launched on Feb 4, 2025 and is issued by Cohen & Steers.