FORM Wealth Advisors’s Cohen & Steers Infrastructure Fund UTF Stock Holding History

FORM Wealth Advisors’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	$202K	Buy	+7,308	New	+$196K	0.02%	61
2025 Q2	$260K	Buy	9,630 +1,333	+16%	+$34K	0.03%	53
2025 Q1	$212K	Buy	+8,297	New	+$203K	0.03%	58

Other funds holding UTF

Paralel Advisors Denver, Colorado $2.59B AUM 17.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SFG

SNS Financial Group Minneapolis, Minnesota $5.2B AUM 22.05% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FORM Wealth Advisors's UTF Position: Q2 2026 in Review

FORM Wealth Advisors opened a new position in Cohen & Steers Infrastructure Fund (UTF) in Q2 2026: 7,308 shares worth $202K. The stake represents 0.02% of the portfolio and ranks #61 among its holdings. This is a return to the name: FORM Wealth Advisors previously reported a position in UTF as recently as Q2 2025.

FORM Wealth Advisors first reported a position in UTF in Q1 2025 and has held it in 3 quarters since. The position peaked at $260K in Q2 2025. 258 funds tracked by Wall St. Rank hold UTF as of Q2 2026.

FORM Wealth Advisors held 7,308 shares of Cohen & Steers Infrastructure Fund worth $202K as of Q2 2026.
Cohen & Steers Infrastructure Fund was a new FORM Wealth Advisors position in Q2 2026.
Cohen & Steers Infrastructure Fund made up 0.02% of FORM Wealth Advisors's portfolio in Q2 2026, its #61 holding.
FORM Wealth Advisors first reported a position in Cohen & Steers Infrastructure Fund in Q1 2025 and has held it in 3 quarters since.
FORM Wealth Advisors's Cohen & Steers Infrastructure Fund position peaked at $260K in Q2 2025.
258 funds tracked by Wall St. Rank held Cohen & Steers Infrastructure Fund as of Q2 2026.

Based on FORM Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.