On August 12, Cohen & Steers launched the Cohen & Steers Real Assets Active ETF (CSRA). This actively managed ETF looks to deliver attractive long-term total returns and to maximize real returns during inflationary environments.
As we navigate the first quarter of 2026, the Magnificent Seven exhaustion we tracked last year has given way to broader market participation. At VettaFi, our advisor engagement data shows a quiet but persistent winning streak for value investing.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 41,774 | $1.48M | $1.51M | $35,883.87 | 2.43% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 19,614 | $694,139.46 | $700,219.8 | $6,080.34 | 0.88% |
Loni Adams Daymark Wealth Partners LLC | 68,072 | $2.23M | $2.43M | $197,594.12 | 8.85% |
Michael Mills Mills Wealth Advisors LLC | 19,553 | $707,829.24 | $698,042.1 | -$9,787.14 | -1.38% |
Laurel Steward Mattson Financial Services, LLC | 21,067 | $524,680.14 | $752,091.9 | $227,411.76 | 43.34% |