CSPF β€” COHEN & STEERS ETF TRUST

Ownership history in WEALTH ALLIANCE, LLC  Β·  2 quarters on record

This page tracks every 13F SEC filing in which WEALTH ALLIANCE, LLC reported a position in COHEN & STEERS ETF TRUST (CSPF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.06% (2025 Q3)
πŸ“Š Avg. % of fund
0.06%
πŸ“… First filed
2025 Q3
πŸ“… Last filed
2025 Q4
⏱ Quarters held
2
% of Fund (quarterly)    CSPF price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 23,546 β€” 0% 0.06% $610K $25.69
2025 Q3 INITIATED 23,546 β€” β€” 0.06% $612K $25.44

🏒 Other funds also holding CSPF

As of 2025 Q4 β€” sorted by position size

Townsend & Associates, Inc 3Y 7Y 2.9% FORTEM FINANCIAL GROUP, LLC 3Y 7Y 2.08% SK Wealth Management, LLC 0.66% MCCARTER PRIVATE WEALTH SERVICES LLC 0.5% OxenFree Capital LLC 0.23% Auour Investments LLC 0.18% DAYMARK WEALTH PARTNERS, LLC 3Y 0.16% EXCHANGE TRADED CONCEPTS, LLC 3Y 0.07% RFG Advisory, LLC 3Y 7Y 0.06% COHEN & STEERS, INC. 3Y 7Y 0.04%
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