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Cohen & Steers Etf Trust shares owned by Oak Wealth Advisors

Quarter-by-quarter ownership of Cohen & Steers Etf Trust (CSRE) shares owned by Oak Wealth Advisors from 13F filings

Historical chart of Oak Wealth Advisors investment in Cohen & Steers Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Cohen & Steers Etf Trust held by Oak Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Cohen & Steers Etf Trust by Oak Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.6M 63k 26.28
2025-12-31 $359k 14k 25.51

More positions owned by Oak Wealth Advisors

American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Us Equity Market (DFUS)
Pimco Etf Tr Multisector Bd (PYLD)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Vanguard Mun Bd Fds Intermediate Trm (VTEI)

View all positions for Oak Wealth Advisors

Top funds holding Cohen & Steers Etf Trust

Atomi Financial Group
Royal Bank of Canada
Private Wealth Asset Management
Benjamin Edwards
D.A. Davidson & Co.
Watch Point Trust
Cohen & Steers Capital Management
Bank of America Corporation
Exchange Traded Concepts
Advisor Group Holdings
HighTower Advisors
Citadel Advisors
SK Wealth Management
New England Capital Financial Advisors
Sanctuary Advisors

View all funds holding Cohen & Steers Etf Trust