COMMONWEALTH EQUITY SERVICES, LLC CSIO β€” COHEN & STEERS ETF TRUST

Ownership history in COMMONWEALTH EQUITY SERVICES, LLC  Β·  1 quarter on record

AI Ownership Summary

COMMONWEALTH EQUITY SERVICES, LLC reported COHEN & STEERS ETF TRUST (CSIO) in 1 quarterly 13F filing from 2026 Q1 through 2026 Q1. The latest visible filing shows CSIO at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CSIO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was COMMONWEALTH EQUITY SERVICES, LLC's position in COHEN & STEERS ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CSIO was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How COMMONWEALTH EQUITY SERVICES, LLC held CSIO β€” position size vs. price
% of Fund (quarterly)    CSIO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 INITIATED β€” β€” β€” 14,095 β€” β€” 0.00% $391K 2026-04-27 $28.34

🏒 Other funds also holding CSIO

As of 2026 Q1 β€” sorted by position size

Centurion Wealth Management LLC 3Y 1.11% BUILDER INVESTMENT GROUP INC /ADV 3Y 0.54% United Advisor Group, LLC 0.04%

FAQ About COMMONWEALTH EQUITY SERVICES, LLC and CSIO

These are the practical questions this page is built to answer before you even open the full history table.

How long has COMMONWEALTH EQUITY SERVICES, LLC reported owning CSIO?

COMMONWEALTH EQUITY SERVICES, LLC reported CSIO across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported CSIO position in COMMONWEALTH EQUITY SERVICES, LLC's portfolio?

The largest reported portfolio weight for CSIO was 0.00% in 2026 Q1.

What is the latest reported CSIO position on this page?

The most recent filing on this page is 2026 Q1, when COMMONWEALTH EQUITY SERVICES, LLC reported 14,095 shares, equal to 0.00% of portfolio, with an estimated market value of $391K.

What does the chart on this CSIO ownership page compare?

The chart compares COMMONWEALTH EQUITY SERVICES, LLC's quarterly CSIO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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