Cohen & Steers Preferred & Income Opptys Actv ETF targets institutional-grade preferreds, emphasizing total return with active management. CSPF holds a 43% overweight in banking preferreds and a significant 34% allocation to CoCo bonds, introducing sector-specific risk. The ETF's 0.59% expense ratio is justified by strong first-year performance and narrow drawdowns during market stress.
It's been full steam ahead for active ETFs, with total assets now rapidly approaching the $1 trillion milestone. The ETF market, once dominated by passive indexed strategies, has undergone a seismic shift, as issuers tap into investor demand for flexible and transparent tailor-made strategies.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jason E. Archambault SK Wealth Management LLC | 352,469 | $9.07M | $9.2M | $124,126.01 | 1.37% |
Loni Adams Daymark Wealth Partners LLC | 213,603 | $5.46M | $5.57M | $102,804.82 | 1.88% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 58,077 | $1.49M | $1.51M | $24,682.62 | 1.66% |
Luke Bunch OxenFree Capital LLC | 8,476 | $220,863.12 | $220,926.94 | $63.82 | 0.03% |
James J. Karabas Embree Financial Group | 13,350 | $342,228 | $348,034.5 | $5,806.5 | 1.7% |