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

Fortem Financial Group LLC grew its stake in Cohen & Steers Preferred and Income Opportunities Active ETF (NYSEARCA:CSPF) by 11.2% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. 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 approximately 2.1% of Fortem Financial Group LLC’s portfolio, making the stock its 11th biggest holding. Fortem Financial Group LLC owned about 5.50% of Cohen & Steers Preferred and Income Opportunities Active ETF worth $8,562,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. HighTower Advisors LLC raised its holdings in 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 worth $2,850,000 after purchasing an additional 101,642 shares during the last quarter. Wealth Alliance LLC purchased a new stake in shares of Cohen & Steers Preferred and Income Opportunities Active ETF in the third quarter valued at $612,000. Mariner LLC acquired a new stake in shares of Cohen & Steers Preferred and Income Opportunities Active ETF during the third quarter valued at $461,000. Wealth Enhancement Advisory Services LLC increased its position in Cohen & Steers Preferred and Income Opportunities Active ETF by 14.4% during the 4th quarter. Wealth Enhancement Advisory Services LLC now owns 79,267 shares of the company’s stock worth $2,065,000 after purchasing an additional 9,972 shares in the last quarter. Finally, Auour Investments LLC purchased a new stake in Cohen & Steers Preferred and Income Opportunities Active ETF during the 4th quarter worth about $556,000.

Cohen & Steers Preferred and Income Opportunities Active ETF Price Performance

Shares of CSPF stock opened at $26.16 on Friday. The firm has a 50-day moving average price of $26.08 and a 200 day moving average price of $26.05. Cohen & Steers Preferred and Income Opportunities Active ETF has a twelve month low of $25.36 and a twelve month high of $26.81.

Cohen & Steers Preferred and Income Opportunities Active ETF 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.