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

Physician 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
2026
Q3 		$48.6K Buy
1,972
+26
+1% +$696 0.01% 466
2026
Q2 		$53.7K Buy
1,946
+24
+1% +$645 0.01% 421
2026
Q1 		$49.7K Buy
1,922
+24
+1% +$618 0.01% 404
2025
Q4 		$45.8K Buy
1,898
+605
+47% +$14.5K 0.01% 408
2025
Q3 		$32.1K Buy
1,293
+23
+2% +$604 ﹤0.01% 463
2025
Q2 		$34.2K Buy
1,270
+23
+2% +$586 0.01% 413
2025
Q1 		$31.9K Buy
1,247
+23
+2% +$562 0.01% 406
2024
Q4 		$29.4K Buy
+1,224
New +$30.8K 0.01% 434

Other funds holding UTF

C2C Wealth Management
C2C Wealth Management Scottsdale, Arizona $128M AUM 19.37% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Smith Asset Management
Smith Asset Management Chiefland, Florida $123M AUM 1.3% 1-Year Est. Return
NWF Advisory Services
NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return
Accel Wealth Management
Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return
PMG Family Office
PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return
Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

Physician Wealth Advisors's UTF Position: Q3 2026 in Review

Physician Wealth Advisors increased its Cohen & Steers Infrastructure Fund (UTF) stake by 1.3% in Q3 2026, buying an estimated $696 and bringing the position to 1,972 shares worth $48.6K. The position accounts for 0.01% of the portfolio, ranked #466.

Physician Wealth Advisors first reported a position in UTF in Q4 2024 and has held it in 8 quarters since. The position peaked at $53.7K in Q2 2026. 55 funds tracked by Wall St. Rank hold UTF as of Q3 2026.

  • Physician Wealth Advisors held 1,972 shares of Cohen & Steers Infrastructure Fund worth $48.6K as of Q3 2026.
  • Physician Wealth Advisors bought 26 Cohen & Steers Infrastructure Fund shares in Q3 2026, an estimated $696.
  • Cohen & Steers Infrastructure Fund made up 0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #466 holding.
  • Physician Wealth Advisors first reported a position in Cohen & Steers Infrastructure Fund in Q4 2024 and has held it in 8 quarters since.
  • Physician Wealth Advisors's Cohen & Steers Infrastructure Fund position peaked at $53.7K in Q2 2026.
  • 55 funds tracked by Wall St. Rank held Cohen & Steers Infrastructure Fund as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.