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CSPF

Cohen & Steers Preferred and Income Opportunities Active ETF
1W: -0.8% 1M: -2.4% 3M: -1.1% YTD: -0.5% 1Y: +6.6%
$25.55
-0.11 (-0.44%)
After Hours: $25.52 (-0.03, -0.12%)
ETF AMEX · AUM $46.9M
ETF-Level Metrics
AUM$47M
Holdings21
Top 10 Wt2.8%
Beta0.19
% Profitable8%
Coverage3%
Portfolio Valuation
P/E4.2
P/B0.5
P/S0.7
EV/EBITDA11.8
P/FCF6.3
PEG0.36
Profitability & Returns
Gross Margin69.5%
Net Margin16.0%
ROE11.9%
ROA1.1%
ROIC25.4%
Div Yield2.60%
Leverage & Liquidity
Debt/Equity1.62
Debt/Assets0.15
Net Debt/EBITDA-5.8x
Interest Cov0.7x
Current Ratio0.47
Quick Ratio0.46
Growth (YoY)
Revenue+0.4%
Net Income+20.9%
EPS+25.1%
FCF+79.1%
EBITDA+9.7%
Rev CAGR 3Y+13.6%
Quality Scores
Piotroski F6.5
Altman Z0.16
IS Quality56.9
IS Overall39.4
IS Value87.5
Median P/E11.7

Sector Breakdown

5 sectors
Sector # Holdings Total Weight % Avg P/E
Other 215 96.1%
Financial Services 15 2.3% 15.2
Utilities 2 0.9% 23.9
Real Estate 2 0.5% 26.4
Communication Services 2 0.2% 9.6

Smart Money Overlap

0 holdings with signals
No holdings with active convergence signals
Showing 50 of 236 holdings · Page 1 of 5
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 Cash & Cash Equivalents Cash 3.47% $2.4M
2 Ing Groep Nv 7.000% Flt Perp Sr:. Private 1.69% $1.1M 1,100,000
3 Metlife Capital Trust IV 7.875% Private 1.53% $1.0M 920,000
4 Phillips 66 Co 5.875% Flt 03/15/56 Sr:A Private 1.52% $1.0M 1,030,000
5 Rci Banque Sa 6.125% Flt Perp Private 1.37% $932,203 800,000
6 Phillips 66 Co 6.200% Flt 03/15/56 Private 1.24% $843,204 830,000
7 Banco Santander SA 4.75% Flt Perp Private 1.16% $789,372 800,000
8 Corebridge Financial Inc 6.875% 12/15/52 Private 1.10% $749,041 732,000
9 Bnp Paribas 8.000% Flt Perp Sr:144A Private 1.10% $749,203 700,000
10 Citigroup Inc 6.875% Flt Perp Sr:GG Private 1.06% $720,941 700,000
11 Truist Financial Corp 4.8% Perp Private 1.04% $703,144 700,000
12 Societe Generale 6.75% Perp. Private 1.01% $685,675 680,000
13 Citigroup Inc 6.950% Flt Perp Sr:FF Private 0.97% $657,799 638,000
14 Aspen Insurance Hldg Ltd 7.000% Perp Private 0.97% $656,500 26,000
15 Bank Of Montreal 7.700% Flt 05/26/84 Private 0.94% $637,534 600,000
16 Nomura Holdings Inc 7.000% Flt Perp Private 0.92% $623,474 600,000
17 Telus Corp 7.000% Flt 10/15/55 Private 0.90% $613,502 575,000
18 Bank Of Nova Scotia 6.875% Flt 10/27/85 Private 0.90% $608,425 600,000
19 South Bow Can Infra Hold 7.625% Flt 03/01/55 Private 0.88% $594,989 570,000
20 Dominion Energy Inc 6.000% Flt 02/15/56 Sr:** Private 0.84% $569,106 560,000
21 Enbridge Inc 7.200% Flt 06/27/54 Private 0.79% $535,298 500,000
22 Bnp Paribas 7.375% Flt Perp Sr:144A Private 0.76% $519,070 500,000
23 Credit Agricole Sa 7.125% Flt Perp Sr:144A Private 0.76% $517,606 500,000
24 Bank Of America Corp 6.625% Flt Perp Private 0.76% $513,728 495,000
25 Deutsche Bank Ag 8.125% Flt Perp Private 0.75% $508,281 400,000
26 Intesa Sanpaolo Spa 7.000% Flt Perp Private 0.75% $509,909 400,000
27 Toronto-Dominion Bank 6.350% Flt 10/31/85 Private 0.75% $506,165 500,000
28 Royal Bank Of Canada 6.500% Flt 11/24/85 Private 0.74% $500,985 500,000
29 Axa Sa 6.375% Flt Perp Sr:EMTN Private 0.74% $503,382 400,000
30 Barclays Plc 8.375% Flt Perp Private 0.73% $494,787 350,000
31 Erste Group Bank Ag 6.375% Flt Perp Sr:EMTN Private 0.72% $487,230 400,000
32 Electricite De France Sa 5.625% Flt Perp Sr:EMTN Private 0.72% $488,655 400,000
33 Banco De Sabadell Sa 6.500% Flt Perp Sr:. Private 0.72% $489,220 400,000
34 Axa Sa 5.750% Flt Perp Sr:EMTN Private 0.71% $483,899 400,000
35 Unibail-Rodamco-Westfld 4.875% Flt 12/31/49 Private 0.71% $480,415 400,000
36 Omv Ag 4.370% Flt Perp Private 0.70% $475,850 400,000
37 Dominion Energy Inc 6.200% Flt 02/15/56 Private 0.70% $473,760 465,000
38 Goldman Sachs Group Inc 7.500% Flt Perp Sr:X Private 0.70% $478,130 450,000
39 Rwe Ag 4.125% Flt 06/18/55 Private 0.70% $471,775 400,000
40 Royal Bank Of Canada 6.750% Flt 08/24/85 Private 0.69% $470,254 450,000
41 Bp Capital Markets Plc Flt Perp Private 0.69% $466,327 400,000
42 Unicredit Spa Flt Perp Sr:Emtn Private 0.68% $459,642 400,000
43 American Electric Power 5.800% Flt 03/15/56 Sr:C Private 0.67% $453,505 450,000
44 Banco Santander Sa 8.000% Flt Perp Private 0.66% $444,890 400,000
45 Ubs Group Ag 9.250% Flt Perp Sr:144a Private 0.64% $435,550 400,000
46 Net Other Assets USD Private 0.64% $431,386
47 Ubs Group Ag 7.750% Flt Perp Sr:144A Private 0.63% $425,890 400,000
48 Cms Energy Corp Flt 12/01/50 Private 0.62% $422,730 455,000
49 Nordea Bank Abp 6.750% Flt Perp Sr:144A Private 0.61% $414,322 400,000
50 Enbridge Inc. 6.25% 03/01/78 Private 0.60% $405,619 400,000
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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms