Armstrong Advisory Group
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Armstrong Advisory Group’s Cohen & Steers Infrastructure Fund UTF Stock Holding History

Armstrong Advisory Group’s Portfolio UTF Stock Details UTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-595
Closed -$16.4K – 1092
2026
Q2 		$16.4K Buy
595
+11
+2% +$296 ﹤0.01% 632
2026
Q1 		$15.1K Buy
584
+10
+2% +$257 ﹤0.01% 620
2025
Q4 		$13.8K Buy
574
+11
+2% +$264 ﹤0.01% 623
2025
Q3 		$14K Buy
563
+10
+2% +$263 ﹤0.01% 617
2025
Q2 		$14.9K Buy
+553
New +$14.1K ﹤0.01% 591

Other funds holding UTF

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UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
SRH Advisors
SRH Advisors Salina, Kansas $389M AUM 13.77% 1-Year Est. Return
SNS Financial Group
SNS Financial Group Minneapolis, Minnesota $3.53B AUM 15.18% 1-Year Est. Return

Armstrong Advisory Group's UTF Position: Q3 2026 in Review

Armstrong Advisory Group sold out of Cohen & Steers Infrastructure Fund (UTF) in Q3 2026, closing a stake of 595 shares — an estimated $16.4K sold.

Armstrong Advisory Group first reported a position in UTF in Q2 2025 and held it in 5 quarters. The position peaked at $16.4K in Q2 2026. 209 funds tracked by Wall St. Rank hold UTF as of Q3 2026.

  • Armstrong Advisory Group reported no remaining Cohen & Steers Infrastructure Fund position as of Q3 2026 after selling out during the quarter.
  • Armstrong Advisory Group sold 595 Cohen & Steers Infrastructure Fund shares in Q3 2026, an estimated $16.4K.
  • Armstrong Advisory Group first reported a position in Cohen & Steers Infrastructure Fund in Q2 2025 and held it in 5 quarters.
  • Armstrong Advisory Group's Cohen & Steers Infrastructure Fund position peaked at $16.4K in Q2 2026.
  • 209 funds tracked by Wall St. Rank held Cohen & Steers Infrastructure Fund as of Q3 2026.

Based on Armstrong Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.