Focus Partners Wealth
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Focus Partners Wealth’s Cohen & Steers Infrastructure Fund UTF Stock Holding History

Focus Partners Wealth’s Portfolio UTF Stock Details UTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-29,576
Closed -$756K – 2122
2025
Q1 		$756K Sell
29,576
-9,981
-25% -$255K ﹤0.01% 1162
2024
Q4 		$951K Buy
+39,557
New +$951K ﹤0.01% 1065