Accel Wealth Management’s Cohen & Steers Infrastructure Fund Rights exp Oct 16 2025 UTF.RT Stock Holding History

Accel Wealth Management’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	-85,987	Closed	-$6.71K	–	296
2025 Q3	$6.71K	Buy	+85,987	New	+$6.48K	﹤0.01%	278

Other funds holding UTF.RT

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

Accel Wealth Management's UTF.RT Position: Q4 2025 in Review

Accel Wealth Management sold out of Cohen & Steers Infrastructure Fund Rights exp Oct 16 2025 (UTF.RT) in Q4 2025, closing a stake of 85,987 shares — an estimated $6.71K sold.

Accel Wealth Management first reported a position in UTF.RT in Q3 2025 and held it in 1 quarter. The position peaked at $6.71K in Q3 2025. 1 fund tracked by Wall St. Rank holds UTF.RT as of Q4 2025.

Accel Wealth Management reported no remaining Cohen & Steers Infrastructure Fund Rights exp Oct 16 2025 position as of Q4 2025 after selling out during the quarter.
Accel Wealth Management sold 85,987 Cohen & Steers Infrastructure Fund Rights exp Oct 16 2025 shares in Q4 2025, an estimated $6.71K.
Accel Wealth Management first reported a position in Cohen & Steers Infrastructure Fund Rights exp Oct 16 2025 in Q3 2025 and held it in 1 quarter.
Accel Wealth Management's Cohen & Steers Infrastructure Fund Rights exp Oct 16 2025 position peaked at $6.71K 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 Accel Wealth Management's 13F filing for Q4 2025, filed 20 Jan 2026.