ARMSTRONG ADVISORY GROUP, INC
Position in UTF — Cohen & Steers Infrastructure Fund Inc
CIK 1932952
NEEDHAM, MA
Position in UTF
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$16,416
+$1,303 QoQ
Shares Held
595
+1.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#218
of 257 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UTF Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026ARMSTRONG ADVISORY GROUP, INC holds $2,545,735 across 41 Asset Management names. UTF ranks #25 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHYS |
Sprott Physical Gold Trust
|
17,591 | $530,720 | |
| 2 | BX |
Blackstone Inc.
|
3,317 | $390,311 | |
| 3 | BLK |
BlackRock, Inc.
|
358 | $344,238 | |
| 4 | APO |
Apollo Global Management, Inc.
|
1,304 | $154,276 | |
| 5 | HTGC |
Hercules Capital, Inc.
|
7,916 | $124,835 | |
| 6 | AMP |
Ameriprise Financial Inc
|
231 | $105,973 | |
| 7 | ARCC |
Ares Capital Corp
|
5,691 | $105,454 | |
| 8 | RCS |
Pimco Strategic Income Fund, Inc.
|
15,231 | $83,008 |
All Filings in UTF
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,416 | 595 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $15,113 | 584 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $13,839 | 574 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $13,962 | 563 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $15,156 | 553 | Shares | Sole | 2025-07-14 | |
| No filing history on record for this holder in this stock. | ||||||