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Cornerstone Planning Group’s Cohen & Steers Infrastructure Fund UTF Stock Holding History

Cornerstone Planning 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
Q1 		– Sell
-2,123
Closed -$54.6K – 1917
2025
Q4 		$54.6K Buy
+2,123
New +$51K 0.01% 325

Other funds holding UTF

PA
Paralel Advisors Denver, Colorado $2.41B AUM 9.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cornerstone Planning Group's UTF Position: Q1 2026 in Review

Cornerstone Planning Group sold out of Cohen & Steers Infrastructure Fund (UTF) in Q1 2026, closing a stake of 2,123 shares — an estimated $54.6K sold.

Cornerstone Planning Group first reported a position in UTF in Q4 2025 and held it in 1 quarter. The position peaked at $54.6K in Q4 2025. 247 funds tracked by Wall St. Rank hold UTF as of Q1 2026.

  • Cornerstone Planning Group reported no remaining Cohen & Steers Infrastructure Fund position as of Q1 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 2,123 Cohen & Steers Infrastructure Fund shares in Q1 2026, an estimated $54.6K.
  • Cornerstone Planning Group first reported a position in Cohen & Steers Infrastructure Fund in Q4 2025 and held it in 1 quarter.
  • Cornerstone Planning Group's Cohen & Steers Infrastructure Fund position peaked at $54.6K in Q4 2025.
  • 247 funds tracked by Wall St. Rank held Cohen & Steers Infrastructure Fund as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.