FMP
UTF icon

Financial Management Professionals’s Cohen & Steers Infrastructure Fund UTF Stock Holding History

Financial Management Professionals’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 		$28.8K Hold
1,045
– – ﹤0.01% 372
2026
Q1 		$27.1K Hold
1,045
– – ﹤0.01% 338
2025
Q4 		$25.2K Hold
1,045
– – ﹤0.01% 354
2025
Q3 		$25.9K Buy
1,045
+6
+0.6% +$158 ﹤0.01% 341
2025
Q2 		$28K Buy
1,039
+18
+2% +$458 ﹤0.01% 353
2025
Q1 		$26.1K Buy
1,021
+19
+2% +$464 ﹤0.01% 365
2024
Q4 		$24.1K Buy
1,002
+18
+2% +$452 ﹤0.01% 374
2024
Q3 		$26K Buy
984
+18
+2% +$441 ﹤0.01% 374
2024
Q2 		$22K Buy
966
+19
+2% +$437 ﹤0.01% 371
2024
Q1 		$22K Buy
947
+26
+3% +$571 ﹤0.01% 402
2023
Q4 		$20K Buy
921
+21
+2% +$429 ﹤0.01% 399
2023
Q3 		$18K Buy
900
+18
+2% +$397 ﹤0.01% 393
2023
Q2 		$21K Buy
882
+18
+2% +$409 ﹤0.01% 403
2023
Q1 		$21K Buy
864
+16
+2% +$392 ﹤0.01% 412
2022
Q4 		$20K Buy
848
+16
+2% +$378 ﹤0.01% 381
2022
Q3 		$19K Sell
832
-567
-41% -$14.9K ﹤0.01% 358
2022
Q2 		$35K Hold
1,399
– – 0.01% 270
2022
Q1 		$41K Buy
1,399
+586
+72% +$15.9K 0.01% 257
2021
Q4 		$23K Buy
813
+13
+2% +$363 ﹤0.01% 314
2021
Q3 		$22K Buy
+800
New +$22.7K 0.01% 320

Other funds holding UTF

CWM
C2C Wealth Management Scottsdale, Arizona $128M AUM 22.42% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
AB
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