Golden State Wealth Management’s Cohen & Steers Infrastructure Fund Rights exp Oct 16 2025 UTF.RT Stock Holding History

Golden State Wealth Management’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	-4,825	Closed	-$378	–	1773
2025 Q3	$378	Buy	+4,825	New	+$364	﹤0.01%	1591

Other funds holding UTF.RT

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

Golden State Wealth Management's UTF.RT Position: Q4 2025 in Review

Golden State Wealth Management sold out of Cohen & Steers Infrastructure Fund Rights exp Oct 16 2025 (UTF.RT) in Q4 2025, closing a stake of 4,825 shares — an estimated $378 sold.

Golden State Wealth Management first reported a position in UTF.RT in Q3 2025 and held it in 1 quarter. The position peaked at $378 in Q3 2025. 1 fund tracked by Wall St. Rank holds UTF.RT as of Q4 2025.

Golden State Wealth Management reported no remaining Cohen & Steers Infrastructure Fund Rights exp Oct 16 2025 position as of Q4 2025 after selling out during the quarter.
Golden State Wealth Management sold 4,825 Cohen & Steers Infrastructure Fund Rights exp Oct 16 2025 shares in Q4 2025, an estimated $378.
Golden State Wealth Management first reported a position in Cohen & Steers Infrastructure Fund Rights exp Oct 16 2025 in Q3 2025 and held it in 1 quarter.
Golden State Wealth Management's Cohen & Steers Infrastructure Fund Rights exp Oct 16 2025 position peaked at $378 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 Golden State Wealth Management's 13F filing for Q4 2025, filed 13 Feb 2026.