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

Maridea 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	-22,556	Closed	-$1.01K	–	472
2025 Q3	$1.01K	Buy	+22,556	New	+$1.7K	﹤0.01%	417

Other funds holding UTF.RT

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

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

Maridea Wealth Management sold out of Cohen & Steers Infrastructure Fund Rights exp Oct 16 2025 (UTF.RT) in Q4 2025, closing a stake of 22,556 shares — an estimated $1.01K sold.

Maridea Wealth Management first reported a position in UTF.RT in Q3 2025 and held it in 1 quarter. The position peaked at $1.01K in Q3 2025. 1 fund tracked by Wall St. Rank holds UTF.RT as of Q4 2025.

Maridea 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.
Maridea Wealth Management sold 22,556 Cohen & Steers Infrastructure Fund Rights exp Oct 16 2025 shares in Q4 2025, an estimated $1.01K.
Maridea 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.
Maridea Wealth Management's Cohen & Steers Infrastructure Fund Rights exp Oct 16 2025 position peaked at $1.01K 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 Maridea Wealth Management's 13F filing for Q4 2025, filed 8 Jan 2026.