Institute for Wealth Management’s Cohen & Steers Infrastructure Fund UTF Stock Holding History

Institute for Wealth Management’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	$13.4K	Buy	+485	New	+$13K	﹤0.01%	1250

Other funds holding UTF

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

SRH Advisors Salina, Kansas $392M AUM 18.62% 1-Year Est. Return

CWM

C2C Wealth Management Scottsdale, Arizona $128M AUM 22.42% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Conning Inc Hartford, Connecticut $3.34B AUM 25.19% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Institute for Wealth Management's UTF Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Cohen & Steers Infrastructure Fund (UTF) in Q2 2026: 485 shares worth $13.4K. The stake represents ﹤0.01% of the portfolio and ranks #1250 among its holdings.

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

Institute for Wealth Management held 485 shares of Cohen & Steers Infrastructure Fund worth $13.4K as of Q2 2026.
Cohen & Steers Infrastructure Fund was a new Institute for Wealth Management position in Q2 2026.
Cohen & Steers Infrastructure Fund made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1250 holding.
161 funds tracked by Wall St. Rank held Cohen & Steers Infrastructure Fund as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.