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Garton & Associates Financial Advisors’s Cohen & Steers Infrastructure Fund UTF Stock Holding History

Garton & Associates Financial Advisors’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
-2,086
Closed -$50.3K – 668
2025
Q4 		$50.3K Buy
+2,086
New +$50.1K 0.03% 373

Other funds holding UTF

PA
Paralel Advisors Denver, Colorado $2.59B AUM 17.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Garton & Associates Financial Advisors's UTF Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Cohen & Steers Infrastructure Fund (UTF) in Q1 2026, closing a stake of 2,086 shares — an estimated $50.3K sold.

Garton & Associates Financial Advisors first reported a position in UTF in Q4 2025 and held it in 1 quarter. The position peaked at $50.3K in Q4 2025. 248 funds tracked by Wall St. Rank hold UTF as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Cohen & Steers Infrastructure Fund position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 2,086 Cohen & Steers Infrastructure Fund shares in Q1 2026, an estimated $50.3K.
  • Garton & Associates Financial Advisors first reported a position in Cohen & Steers Infrastructure Fund in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Cohen & Steers Infrastructure Fund position peaked at $50.3K in Q4 2025.
  • 248 funds tracked by Wall St. Rank held Cohen & Steers Infrastructure Fund as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.