EWA
UTF.RT

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

EverSource Wealth 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
-3,400
Closed -$265 – 4504
2025
Q3 		$265 Buy
+3,400
New +$256 ﹤0.01% 4065

Other funds holding UTF.RT

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

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

EverSource Wealth Advisors sold out of Cohen & Steers Infrastructure Fund Rights exp Oct 16 2025 (UTF.RT) in Q4 2025, closing a stake of 3,400 shares — an estimated $265 sold.

EverSource Wealth Advisors first reported a position in UTF.RT in Q3 2025 and held it in 1 quarter. The position peaked at $265 in Q3 2025. 1 fund tracked by Wall St. Rank holds UTF.RT as of Q4 2025.

  • EverSource Wealth Advisors reported no remaining Cohen & Steers Infrastructure Fund Rights exp Oct 16 2025 position as of Q4 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 3,400 Cohen & Steers Infrastructure Fund Rights exp Oct 16 2025 shares in Q4 2025, an estimated $265.
  • EverSource Wealth Advisors first reported a position in Cohen & Steers Infrastructure Fund Rights exp Oct 16 2025 in Q3 2025 and held it in 1 quarter.
  • EverSource Wealth Advisors's Cohen & Steers Infrastructure Fund Rights exp Oct 16 2025 position peaked at $265 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 EverSource Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.