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

Future Financial Wealth Management’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 		$264K Buy
10,000
+400
+4% +$10.3K 0.17% 99
2025
Q4 		$237K Sell
9,600
-1,000
-9% -$24K 0.16% 105
2025
Q3 		$263K Sell
10,600
-500
-5% -$13.1K 0.17% 98
2025
Q2 		$299K Hold
11,100
– – 0.2% 85
2025
Q1 		$284K Hold
11,100
– – 0.21% 85
2024
Q4 		$267K Hold
11,100
– – 0.2% 88
2024
Q3 		$289K Hold
11,100
– – 0.21% 90
2024
Q2 		$250K Sell
11,100
-1,500
-12% -$34.5K 0.22% 94
2024
Q1 		$297K Sell
12,600
-9,956
-44% -$219K 0.23% 81
2023
Q4 		$479K Buy
22,556
+98
+0.4% +$2K 0.48% 55
2023
Q3 		$440K Buy
22,458
+431
+2% +$9.5K 0.49% 52
2023
Q2 		$520K Hold
22,027
– – 0.55% 48
2023
Q1 		$524K Buy
22,027
+852
+4% +$20.9K 0.58% 49
2022
Q4 		$508K Buy
21,175
+928
+5% +$21.9K 0.58% 55
2022
Q3 		$512K Buy
20,247
+1,434
+8% +$37.7K 0.59% 53
2022
Q2 		$545K Hold
18,813
– – 0.53% 61
2022
Q1 		$545K Buy
18,813
+4,266
+29% +$116K 0.45% 61
2021
Q4 		$421K Buy
14,547
+282
+2% +$7.88K 0.34% 69
2021
Q3 		$409K Hold
14,265
– – 0.42% 75
2021
Q2 		$409K Buy
14,265
+230
+2% +$6.62K 0.42% 75
2021
Q1 		$392K Buy
14,035
+2,622
+23% +$69.6K 0.45% 67
2020
Q4 		$295K Buy
+11,413
New +$281K 0.34% 85

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

Future Financial Wealth Management's UTF Position: Q1 2026 in Review

Future Financial Wealth Management increased its Cohen & Steers Infrastructure Fund (UTF) stake by 4.2% in Q1 2026, buying an estimated $10.3K and bringing the position to 10,000 shares worth $264K. The position accounts for 0.17% of the portfolio, ranked #99.

Future Financial Wealth Management first reported a position in UTF in Q4 2020 and has held it in 22 quarters since. The position peaked at $545K in Q2 2022. 247 funds tracked by Wall St. Rank hold UTF as of Q1 2026.

  • Future Financial Wealth Management held 10,000 shares of Cohen & Steers Infrastructure Fund worth $264K as of Q1 2026.
  • Future Financial Wealth Management bought 400 Cohen & Steers Infrastructure Fund shares in Q1 2026, an estimated $10.3K.
  • Cohen & Steers Infrastructure Fund made up 0.17% of Future Financial Wealth Management's portfolio in Q1 2026, its #99 holding.
  • Future Financial Wealth Management first reported a position in Cohen & Steers Infrastructure Fund in Q4 2020 and has held it in 22 quarters since.
  • Future Financial Wealth Management's Cohen & Steers Infrastructure Fund position peaked at $545K in Q2 2022.
  • 247 funds tracked by Wall St. Rank held Cohen & Steers Infrastructure Fund as of Q1 2026.

Based on Future Financial Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.