Aventura Private Wealth’s Cohen & Steers Infrastructure Fund UTF Stock Holding History

Aventura Private Wealth’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	$13.8K	Hold	500	–	–	﹤0.01%	541
2026 Q1	$12.9K	Hold	500	–	–	﹤0.01%	511
2025 Q4	$12.1K	Hold	500	–	–	﹤0.01%	483
2025 Q3	$12.4K	Hold	500	–	–	﹤0.01%	466
2025 Q2	$13.5K	Hold	500	–	–	0.01%	429
2025 Q1	$12.8K	Hold	500	–	–	0.01%	417
2024 Q4	$12K	Buy	+500	New	+$12.6K	0.01%	415

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Wealth Enhancement Advisory Services

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