Certified Advisory Corp’s Cohen & Steers Infrastructure Fund Rights exp Oct 16 2025 UTF.RT Stock Holding History

Certified Advisory Corp’s Portfolio UTF.RT Stock Details UTF.RT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-32,252	Closed	-$2.52K	–	329
2025 Q3	$2.52K	Buy	+32,252	New	+$2.43K	﹤0.01%	315

Other funds holding UTF.RT

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Certified Advisory Corp's UTF.RT Position: Q4 2025 in Review

Certified Advisory Corp sold out of Cohen & Steers Infrastructure Fund Rights exp Oct 16 2025 (UTF.RT) in Q4 2025, closing a stake of 32,252 shares — an estimated $2.52K sold.

Certified Advisory Corp first reported a position in UTF.RT in Q3 2025 and held it in 1 quarter. The position peaked at $2.52K in Q3 2025. 1 fund tracked by Wall St. Rank holds UTF.RT as of Q4 2025.

Certified Advisory Corp reported no remaining Cohen & Steers Infrastructure Fund Rights exp Oct 16 2025 position as of Q4 2025 after selling out during the quarter.
Certified Advisory Corp sold 32,252 Cohen & Steers Infrastructure Fund Rights exp Oct 16 2025 shares in Q4 2025, an estimated $2.52K.
Certified Advisory Corp first reported a position in Cohen & Steers Infrastructure Fund Rights exp Oct 16 2025 in Q3 2025 and held it in 1 quarter.
Certified Advisory Corp's Cohen & Steers Infrastructure Fund Rights exp Oct 16 2025 position peaked at $2.52K in Q3 2025.
1 fund tracked by Wall St. Rank held Cohen & Steers Infrastructure Fund Rights exp Oct 16 2025 as of Q4 2025.

Based on Certified Advisory Corp's 13F filing for Q4 2025, filed 12 Jan 2026.