Carson Wealth (CWM LLC)
UTF.RT

Carson Wealth (CWM LLC)’s Cohen & Steers Infrastructure Fund Rights exp Oct 16 2025 UTF.RT Stock Holding History

Carson Wealth (CWM LLC)’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
-34,984
Closed -$3K – 5743
2025
Q3 		$3K Buy
+34,984
New +$2.64K ﹤0.01% 4964

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Carson Wealth (CWM LLC)'s UTF.RT Position: Q4 2025 in Review

Carson Wealth (CWM LLC) sold out of Cohen & Steers Infrastructure Fund Rights exp Oct 16 2025 (UTF.RT) in Q4 2025, closing a stake of 34,984 shares — an estimated $3K sold.

Carson Wealth (CWM LLC) first reported a position in UTF.RT in Q3 2025 and held it in 1 quarter. The position peaked at $3K in Q3 2025. 1 fund tracked by Wall St. Rank holds UTF.RT as of Q4 2025.

  • Carson Wealth (CWM LLC) reported no remaining Cohen & Steers Infrastructure Fund Rights exp Oct 16 2025 position as of Q4 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 34,984 Cohen & Steers Infrastructure Fund Rights exp Oct 16 2025 shares in Q4 2025, an estimated $3K.
  • Carson Wealth (CWM LLC) first reported a position in Cohen & Steers Infrastructure Fund Rights exp Oct 16 2025 in Q3 2025 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Cohen & Steers Infrastructure Fund Rights exp Oct 16 2025 position peaked at $3K 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 Carson Wealth (CWM LLC)'s 13F filing for Q4 2025, filed 26 Jan 2026.