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

Sequoia 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 Q2	$270K	Buy	+9,771	New	+$263K	﹤0.01%	1756

Other funds holding UTF

C2C Wealth Management Scottsdale, Arizona $128M AUM 22.42% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Symphony Financial Services Akron, Ohio $223M AUM 21.25% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Sequoia Financial Advisors's UTF Position: Q2 2026 in Review

Sequoia Financial Advisors opened a new position in Cohen & Steers Infrastructure Fund (UTF) in Q2 2026: 9,771 shares worth $270K. The stake represents ﹤0.01% of the portfolio and ranks #1756 among its holdings.

55 funds tracked by Wall St. Rank hold UTF as of Q2 2026.

Sequoia Financial Advisors held 9,771 shares of Cohen & Steers Infrastructure Fund worth $270K as of Q2 2026.
Cohen & Steers Infrastructure Fund was a new Sequoia Financial Advisors position in Q2 2026.
Cohen & Steers Infrastructure Fund made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1756 holding.
55 funds tracked by Wall St. Rank held Cohen & Steers Infrastructure Fund as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.