Founders Financial Alliance’s Cohen & Steers Infrastructure Fund Rights exp Oct 16 2025 UTF.RT Stock Holding History

Founders Financial Alliance’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	-5,268	Closed	-$410	–	742
2025 Q3	$410	Buy	+5,268	New	+$397	﹤0.01%	709

Other funds holding UTF.RT

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Founders Financial Alliance's UTF.RT Position: Q4 2025 in Review

Founders Financial Alliance sold out of Cohen & Steers Infrastructure Fund Rights exp Oct 16 2025 (UTF.RT) in Q4 2025, closing a stake of 5,268 shares — an estimated $410 sold.

Founders Financial Alliance first reported a position in UTF.RT in Q3 2025 and held it in 1 quarter. The position peaked at $410 in Q3 2025. 1 fund tracked by Wall St. Rank holds UTF.RT as of Q4 2025.

Founders Financial Alliance reported no remaining Cohen & Steers Infrastructure Fund Rights exp Oct 16 2025 position as of Q4 2025 after selling out during the quarter.
Founders Financial Alliance sold 5,268 Cohen & Steers Infrastructure Fund Rights exp Oct 16 2025 shares in Q4 2025, an estimated $410.
Founders Financial Alliance first reported a position in Cohen & Steers Infrastructure Fund Rights exp Oct 16 2025 in Q3 2025 and held it in 1 quarter.
Founders Financial Alliance's Cohen & Steers Infrastructure Fund Rights exp Oct 16 2025 position peaked at $410 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 Founders Financial Alliance's 13F filing for Q4 2025, filed 12 Feb 2026.