CA
UTF.RT

Clearstead Advisors’s Cohen & Steers Infrastructure Fund Rights exp Oct 16 2025 UTF.RT Stock Holding History

Clearstead Advisors’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
-194
Closed -$16 – 3334
2025
Q3 		$16 Buy
+194
New +$15 ﹤0.01% 3033

Other funds holding UTF.RT

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Clearstead Advisors's UTF.RT Position: Q4 2025 in Review

Clearstead Advisors sold out of Cohen & Steers Infrastructure Fund Rights exp Oct 16 2025 (UTF.RT) in Q4 2025, closing a stake of 194 shares — an estimated $16 sold.

Clearstead Advisors first reported a position in UTF.RT in Q3 2025 and held it in 1 quarter. The position peaked at $16 in Q3 2025. 1 fund tracked by Wall St. Rank holds UTF.RT as of Q4 2025.

  • Clearstead Advisors reported no remaining Cohen & Steers Infrastructure Fund Rights exp Oct 16 2025 position as of Q4 2025 after selling out during the quarter.
  • Clearstead Advisors sold 194 Cohen & Steers Infrastructure Fund Rights exp Oct 16 2025 shares in Q4 2025, an estimated $16.
  • Clearstead Advisors first reported a position in Cohen & Steers Infrastructure Fund Rights exp Oct 16 2025 in Q3 2025 and held it in 1 quarter.
  • Clearstead Advisors's Cohen & Steers Infrastructure Fund Rights exp Oct 16 2025 position peaked at $16 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 Clearstead Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.