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IFP Advisors’s Cohen & Steers Infrastructure Fund UTF Stock Holding History

IFP 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
Q2 		$27.2K Buy
987
+840
+571% +$22.6K ﹤0.01% 2770
2026
Q1 		$3.8K Sell
147
-468
-76% -$12.1K ﹤0.01% 3682
2025
Q4 		$14.8K Hold
615
– – ﹤0.01% 2870
2025
Q3 		$15.3K Hold
615
– – ﹤0.01% 2712
2025
Q2 		$16.6K Hold
615
– – ﹤0.01% 2640
2025
Q1 		$15.7K Hold
615
– – ﹤0.01% 2392
2024
Q4 		$14.8K Hold
615
– – ﹤0.01% 2382
2024
Q3 		$16K Hold
615
– – ﹤0.01% 2239
2024
Q2 		$13.8K Sell
615
-185
-23% -$4.25K ﹤0.01% 2230
2024
Q1 		$18.9K Hold
800
– – ﹤0.01% 1991
2023
Q4 		$17K Hold
800
– – ﹤0.01% 1978
2023
Q3 		$15.7K Hold
800
– – ﹤0.01% 2056
2023
Q2 		$18.9K Sell
800
-206
-20% -$4.68K ﹤0.01% 2033
2023
Q1 		$22.6K Sell
1,006
-6,026
-86% -$148K ﹤0.01% 1967
2022
Q4 		$156K Sell
7,032
-2,058
-23% -$48.6K ﹤0.01% 1478
2022
Q3 		$203K Buy
9,090
+3,950
+77% +$104K 0.01% 1394
2022
Q2 		$116K Hold
5,140
– – ﹤0.01% 1597
2022
Q1 		$116K Buy
+5,140
New +$140K ﹤0.01% 1597
2019
Q1 		$148K Sell
6,100
-2,869
-32% -$66.1K 0.02% 554
2018
Q4 		$176K Sell
8,969
-23,010
-72% -$495K 0.01% 920
2018
Q3 		$708K Buy
31,979
+1,852
+6% +$42.8K 0.03% 547
2018
Q2 		$684K Sell
30,127
-227
-0.7% -$5.02K 0.03% 555
2018
Q1 		$729K Hold
30,354
– – 0.03% 483
2017
Q4 		$729K Sell
30,354
-16,803
-36% -$389K 0.03% 484
2017
Q3 		$1.08M Sell
47,157
-34
-0.1% -$790 0.04% 421
2017
Q2 		$1.11M Buy
47,191
+92
+0.2% +$2.1K 0.05% 403
2017
Q1 		$1.01M Buy
47,099
+3,142
+7% +$65K 0.04% 423
2016
Q4 		$851K Buy
43,957
+3,028
+7% +$60.8K 0.04% 435
2016
Q3 		$882K Sell
40,929
-2,044
-5% -$43.7K 0.05% 390
2016
Q2 		$920K Buy
42,973
+36,873
+604% +$744K 0.05% 373
2016
Q1 		$148K Sell
6,100
-41,669
-87% -$763K 0.02% 554
2015
Q4 		$911K Buy
+47,769
New +$919K 0.06% 335

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
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
SFG
SNS Financial Group Minneapolis, Minnesota $5.2B AUM 22.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

IFP Advisors's UTF Position: Q2 2026 in Review

IFP Advisors increased its Cohen & Steers Infrastructure Fund (UTF) stake by 571% in Q2 2026, buying an estimated $22.6K and bringing the position to 987 shares worth $27.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2770.

IFP Advisors first reported a position in UTF in Q4 2015 and has held it in 32 quarters since. The position peaked at $1.11M in Q2 2017. 256 funds tracked by Wall St. Rank hold UTF as of Q2 2026.

  • IFP Advisors held 987 shares of Cohen & Steers Infrastructure Fund worth $27.2K as of Q2 2026.
  • IFP Advisors bought 840 Cohen & Steers Infrastructure Fund shares in Q2 2026, an estimated $22.6K.
  • Cohen & Steers Infrastructure Fund made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2770 holding.
  • IFP Advisors first reported a position in Cohen & Steers Infrastructure Fund in Q4 2015 and has held it in 32 quarters since.
  • IFP Advisors's Cohen & Steers Infrastructure Fund position peaked at $1.11M in Q2 2017.
  • 256 funds tracked by Wall St. Rank held Cohen & Steers Infrastructure Fund as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.