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

Kingsview 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	-23,537	Closed	-$1.84K	–	1343
2025 Q3	$1.84K	Buy	+23,537	New	+$1.77K	﹤0.01%	1194

Other funds holding UTF.RT

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

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

Kingsview Wealth Management sold out of Cohen & Steers Infrastructure Fund Rights exp Oct 16 2025 (UTF.RT) in Q4 2025, closing a stake of 23,537 shares — an estimated $1.84K sold.

Kingsview Wealth Management first reported a position in UTF.RT in Q3 2025 and held it in 1 quarter. The position peaked at $1.84K in Q3 2025. 1 fund tracked by Wall St. Rank holds UTF.RT as of Q4 2025.

Kingsview 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.
Kingsview Wealth Management sold 23,537 Cohen & Steers Infrastructure Fund Rights exp Oct 16 2025 shares in Q4 2025, an estimated $1.84K.
Kingsview 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.
Kingsview Wealth Management's Cohen & Steers Infrastructure Fund Rights exp Oct 16 2025 position peaked at $1.84K 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 Kingsview Wealth Management's 13F filing for Q4 2025, filed 9 Feb 2026.