LWA
UTF.RT

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

Lowe Wealth Advisors’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
Q3 		$139 Buy
+1,780
New +$134 ﹤0.01% 389

Other funds holding UTF.RT

PA
Paralel Advisors Denver, Colorado $2.41B AUM 9.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return

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

Lowe Wealth Advisors opened a new position in Cohen & Steers Infrastructure Fund Rights exp Oct 16 2025 (UTF.RT) in Q3 2025: 1,780 shares worth $139. The stake represents ﹤0.01% of the portfolio and ranks #389 among its holdings.

182 funds tracked by Wall St. Rank hold UTF.RT as of Q3 2025.

  • Lowe Wealth Advisors held 1,780 shares of Cohen & Steers Infrastructure Fund Rights exp Oct 16 2025 worth $139 as of Q3 2025.
  • Cohen & Steers Infrastructure Fund Rights exp Oct 16 2025 was a new Lowe Wealth Advisors position in Q3 2025.
  • Cohen & Steers Infrastructure Fund Rights exp Oct 16 2025 made up ﹤0.01% of Lowe Wealth Advisors's portfolio in Q3 2025, its #389 holding.
  • 182 funds tracked by Wall St. Rank held Cohen & Steers Infrastructure Fund Rights exp Oct 16 2025 as of Q3 2025.

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