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Cohen & Steers Clsd-End Optuny Fnd shares owned by Kapstone Financial Advisors

Quarter-by-quarter ownership of Cohen & Steers Clsd-End Optuny Fnd (FOF) shares owned by Kapstone Financial Advisors from 13F filings

Historical chart of Kapstone Financial Advisors investment in Cohen & Steers Clsd-End Optuny Fnd

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All positions including Cohen & Steers Clsd-End Optuny Fnd held by Kapstone Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Cohen & Steers Clsd-End Optuny Fnd by Kapstone Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $269k 21k 13.04
2025-06-30 $235k 19k 12.62
2025-03-31 $165k 14k 12.07
2024-12-31 $170k 14k 12.43
2024-09-30 $177k 14k 12.97
2024-06-30 $139k 12k 11.95

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Top funds holding Cohen & Steers Clsd-End Optuny Fnd

Morgan Stanley
LPL Financial
Raymond James Financial
Wells Fargo & Company
UBS Group
Royal Bank of Canada
Commonwealth Equity Services
Mariner Wealth Advisors
J.w. Cole Advisors
Shaker Financial Services
Advisor Group Holdings
HighTower Advisors
Private Advisor
Hartland & Co
NWF Advisory Services

View all funds holding Cohen & Steers Clsd-End Optuny Fnd