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 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

C2C Wealth Management Scottsdale, Arizona $128M AUM 22.42% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

Atlas Brown Louisville, Kentucky $372M AUM 36.11% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return