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

Lowe 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
2025 Q3	$44.1K	Hold	1,780	–	–	0.02%	154
2025 Q2	$48K	Hold	1,780	–	–	0.02%	144
2025 Q1	$45.5K	Buy	1,780 +972	+120%	+$23.8K	0.02%	143
2024 Q4	$19.4K	Hold	808	–	–	0.01%	184
2024 Q3	$21K	Hold	808	–	–	0.01%	166
2024 Q2	$18.2K	Hold	808	–	–	0.01%	175
2024 Q1	$19K	Hold	808	–	–	0.01%	168
2023 Q4	$17.2K	Hold	808	–	–	0.01%	170
2023 Q3	$15.8K	Hold	808	–	–	0.01%	165
2023 Q2	$19.1K	Hold	808	–	–	0.01%	161
2023 Q1	$19.7K	Hold	808	–	–	0.01%	151
2022 Q4	$19.4K	Hold	808	–	–	0.01%	157
2022 Q3	$19K	Buy	+808	New	+$21.3K	0.01%	153

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

MGAM

McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 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

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

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

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

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Lowe Wealth Advisors's UTF Position: Q3 2025 in Review

Lowe Wealth Advisors held its Cohen & Steers Infrastructure Fund (UTF) position steady in Q3 2025 at 1,780 shares worth $44.1K. The position accounts for 0.02% of the portfolio, ranked #154.

Lowe Wealth Advisors first reported a position in UTF in Q3 2022 and has held it in 13 quarters since. The position peaked at $48K in Q2 2025. 235 funds tracked by Wall St. Rank hold UTF as of Q3 2025.

Lowe Wealth Advisors held 1,780 shares of Cohen & Steers Infrastructure Fund worth $44.1K as of Q3 2025.
Lowe Wealth Advisors left its Cohen & Steers Infrastructure Fund share count unchanged in Q3 2025.
Cohen & Steers Infrastructure Fund made up 0.02% of Lowe Wealth Advisors's portfolio in Q3 2025, its #154 holding.
Lowe Wealth Advisors first reported a position in Cohen & Steers Infrastructure Fund in Q3 2022 and has held it in 13 quarters since.
Lowe Wealth Advisors's Cohen & Steers Infrastructure Fund position peaked at $48K in Q2 2025.
235 funds tracked by Wall St. Rank held Cohen & Steers Infrastructure Fund as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.