SFS
UTF.RT

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

Symphony Financial Services’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
-35,098
Closed -$2.73K – 108
2025
Q3 		$2.73K Buy
+35,098
New +$2.65K ﹤0.01% 100

Other funds holding UTF.RT

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Symphony Financial Services's UTF.RT Position: Q4 2025 in Review

Symphony Financial Services sold out of Cohen & Steers Infrastructure Fund Rights exp Oct 16 2025 (UTF.RT) in Q4 2025, closing a stake of 35,098 shares — an estimated $2.73K sold.

Symphony Financial Services first reported a position in UTF.RT in Q3 2025 and held it in 1 quarter. The position peaked at $2.73K in Q3 2025. 1 fund tracked by Wall St. Rank holds UTF.RT as of Q4 2025.

  • Symphony Financial Services reported no remaining Cohen & Steers Infrastructure Fund Rights exp Oct 16 2025 position as of Q4 2025 after selling out during the quarter.
  • Symphony Financial Services sold 35,098 Cohen & Steers Infrastructure Fund Rights exp Oct 16 2025 shares in Q4 2025, an estimated $2.73K.
  • Symphony Financial Services first reported a position in Cohen & Steers Infrastructure Fund Rights exp Oct 16 2025 in Q3 2025 and held it in 1 quarter.
  • Symphony Financial Services's Cohen & Steers Infrastructure Fund Rights exp Oct 16 2025 position peaked at $2.73K 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 Symphony Financial Services's 13F filing for Q4 2025, filed 12 Feb 2026.