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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Cohen & Steers Infrastructure Fund UTF Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$102K Buy
+3,700
New +$99.4K 0.03% 249

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PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s UTF Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. opened a new position in Cohen & Steers Infrastructure Fund (UTF) in Q2 2026: 3,700 shares worth $102K. The stake represents 0.03% of the portfolio and ranks #249 among its holdings.

153 funds tracked by Wall St. Rank hold UTF as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 3,700 shares of Cohen & Steers Infrastructure Fund worth $102K as of Q2 2026.
  • Cohen & Steers Infrastructure Fund was a new PENSION & WEALTH MANAGEMENT ADVISORS, INC. position in Q2 2026.
  • Cohen & Steers Infrastructure Fund made up 0.03% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #249 holding.
  • 153 funds tracked by Wall St. Rank held Cohen & Steers Infrastructure Fund as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.