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 Q3	–	Sell	-7,308	Closed	-$202K	–	62
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 $2.47B AUM 9.07% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

SRH Advisors Salina, Kansas $389M AUM 13.77% 1-Year Est. Return

SNS Financial Group Minneapolis, Minnesota $3.53B AUM 15.18% 1-Year Est. Return

FORM Wealth Advisors's UTF Position: Q3 2026 in Review

FORM Wealth Advisors sold out of Cohen & Steers Infrastructure Fund (UTF) in Q3 2026, closing a stake of 7,308 shares — an estimated $202K sold.

FORM Wealth Advisors first reported a position in UTF in Q1 2025 and held it in 3 quarters. The position peaked at $260K in Q2 2025. 209 funds tracked by Wall St. Rank hold UTF as of Q3 2026.

FORM Wealth Advisors reported no remaining Cohen & Steers Infrastructure Fund position as of Q3 2026 after selling out during the quarter.
FORM Wealth Advisors sold 7,308 Cohen & Steers Infrastructure Fund shares in Q3 2026, an estimated $202K.
FORM Wealth Advisors first reported a position in Cohen & Steers Infrastructure Fund in Q1 2025 and held it in 3 quarters.
FORM Wealth Advisors's Cohen & Steers Infrastructure Fund position peaked at $260K in Q2 2025.
209 funds tracked by Wall St. Rank held Cohen & Steers Infrastructure Fund as of Q3 2026.

Based on FORM Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.