Fortem Financial Group LLC Boosts Stock Holdings in Cohen & Steers Preferred and Income Opportunities Active ETF $CSPF

Fortem Financial Group LLC raised its stake in Cohen & Steers Preferred and Income Opportunities Active ETF (NYSEARCA:CSPF) by 11.2% during the first quarter, Holdings Channel reports. The firm owned 333,994 shares of the company’s stock after purchasing an additional 33,670 shares during the period. Cohen & Steers Preferred and Income Opportunities Active ETF makes up about 2.1% of Fortem Financial Group LLC’s holdings, making the stock its 11th biggest holding. Fortem Financial Group LLC owned about 0.06% of Cohen & Steers Preferred and Income Opportunities Active ETF worth $8,562,000 as of its most recent SEC filing.

Several other institutional investors also recently made changes to their positions in the stock. Mariner LLC acquired a new stake in shares of Cohen & Steers Preferred and Income Opportunities Active ETF during the 3rd quarter worth $461,000. Auour Investments LLC acquired a new position in shares of Cohen & Steers Preferred and Income Opportunities Active ETF in the 4th quarter valued at about $556,000. Wealth Alliance LLC purchased a new stake in shares of Cohen & Steers Preferred and Income Opportunities Active ETF during the 3rd quarter worth about $612,000. Sigma Planning Corp purchased a new stake in shares of Cohen & Steers Preferred and Income Opportunities Active ETF during the 4th quarter worth about $626,000. Finally, Janney Montgomery Scott LLC acquired a new stake in Cohen & Steers Preferred and Income Opportunities Active ETF during the 4th quarter worth approximately $688,000.

Cohen & Steers Preferred and Income Opportunities Active ETF Stock Performance

NYSEARCA CSPF opened at $26.16 on Friday. Cohen & Steers Preferred and Income Opportunities Active ETF has a one year low of $25.36 and a one year high of $26.81. The company’s 50 day moving average price is $26.08 and its 200 day moving average price is $26.05.

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.