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

Independent Financial Group’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	-12,042	Closed	-$939	–	1508
2025 Q3	$939	Buy	+12,042	New	+$908	﹤0.01%	1356

Other funds holding UTF.RT

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Independent Financial Group's UTF.RT Position: Q4 2025 in Review

Independent Financial Group sold out of Cohen & Steers Infrastructure Fund Rights exp Oct 16 2025 (UTF.RT) in Q4 2025, closing a stake of 12,042 shares — an estimated $939 sold.

Independent Financial Group first reported a position in UTF.RT in Q3 2025 and held it in 1 quarter. The position peaked at $939 in Q3 2025. 1 fund tracked by Wall St. Rank holds UTF.RT as of Q4 2025.

Independent Financial Group reported no remaining Cohen & Steers Infrastructure Fund Rights exp Oct 16 2025 position as of Q4 2025 after selling out during the quarter.
Independent Financial Group sold 12,042 Cohen & Steers Infrastructure Fund Rights exp Oct 16 2025 shares in Q4 2025, an estimated $939.
Independent Financial Group first reported a position in Cohen & Steers Infrastructure Fund Rights exp Oct 16 2025 in Q3 2025 and held it in 1 quarter.
Independent Financial Group's Cohen & Steers Infrastructure Fund Rights exp Oct 16 2025 position peaked at $939 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 Independent Financial Group's 13F filing for Q4 2025, filed 15 May 2026.