Scheeler Financial’s Cohen & Steers Infrastructure Fund UTF Stock Holding History

Scheeler Financial’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 Q3	$315K	Buy	+12,765	New	+$342K	0.24%	48

Other funds holding UTF

SRH Advisors Salina, Kansas $389M AUM 13.77% 1-Year Est. Return

C2C Wealth Management Scottsdale, Arizona $128M AUM 19.37% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Conning Inc Hartford, Connecticut $3.25B AUM 18.91% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Smith Asset Management Chiefland, Florida $123M AUM 1.3% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return

Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return

Scheeler Financial's UTF Position: Q3 2026 in Review

Scheeler Financial opened a new position in Cohen & Steers Infrastructure Fund (UTF) in Q3 2026: 12,765 shares worth $315K. The stake represents 0.24% of the portfolio and ranks #48 among its holdings.

85 funds tracked by Wall St. Rank hold UTF as of Q3 2026.

Scheeler Financial held 12,765 shares of Cohen & Steers Infrastructure Fund worth $315K as of Q3 2026.
Cohen & Steers Infrastructure Fund was a new Scheeler Financial position in Q3 2026.
Cohen & Steers Infrastructure Fund made up 0.24% of Scheeler Financial's portfolio in Q3 2026, its #48 holding.
85 funds tracked by Wall St. Rank held Cohen & Steers Infrastructure Fund as of Q3 2026.

Based on Scheeler Financial's 13F filing for Q3 2026, filed 13 Oct 2026.