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 (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 28,092 | $732,630 | $720,278.88 | -$12,351.12 | -1.69% |
Jason E. Archambault SK Wealth Management LLC | 352,860 | $9.08M | $9.04M | -$43,417.9 | -0.48% |
Rachel Faulk Cape Investment Advisory Inc. | 60 | $1,565 | $1,537.2 | -$27.8 | -1.78% |
Loni Adams Daymark Wealth Partners LLC | 228,945 | $5.86M | $5.87M | $694.14 | 0.01% |
Kevin King LEGACY FINANCIAL GROUP Inc. | 9,579 | $249,820 | $245,413.98 | -$4,406.02 | -1.76% |