D.A. DAVIDSON & CO. CSSD — COHEN & STEERS ETF TRUST

Ownership history in D.A. DAVIDSON & CO.  ·  1 quarter on record

AI Ownership Summary

D.A. DAVIDSON & CO. reported COHEN & STEERS ETF TRUST (CSSD) in 1 quarterly 13F filing from 2026 Q3 through 2026 Q3. Peak portfolio weight reached 0.05% in 2026 Q3. The latest visible filing shows CSSD at 0.05% 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 CSSD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was D.A. DAVIDSON & CO.'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 Q3

CSSD was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2026 Q3

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

Time in book
Holding Window
2026 Q3 to 2026 Q3

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 D.A. DAVIDSON & CO. held CSSD — position size vs. price
% of Fund (quarterly)    CSSD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 1 quarter  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 INITIATED — — — 396,980 — — 0.05% $9.7M 2026-10-28 $24.53

FAQ About D.A. DAVIDSON & CO. and CSSD

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

How long has D.A. DAVIDSON & CO. reported owning CSSD?

D.A. DAVIDSON & CO. reported CSSD across 1 quarterly 13F filings, from 2026 Q3 through 2026 Q3.

What was the largest reported CSSD position in D.A. DAVIDSON & CO.'s portfolio?

The largest reported portfolio weight for CSSD was 0.05% in 2026 Q3.

What is the latest reported CSSD position on this page?

The most recent filing on this page is 2026 Q3, when D.A. DAVIDSON & CO. reported 396,980 shares, equal to 0.05% of portfolio, with an estimated market value of $9.7M.

What does the chart on this CSSD ownership page compare?

The chart compares D.A. DAVIDSON & CO.'s quarterly CSSD 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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