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

Physician 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 Q4	–	Sell	-1,284	Closed	-$101	–	2181
2025 Q3	$101	Buy	+1,284	New	+$97	﹤0.01%	1879

Other funds holding UTF.RT

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Physician Wealth Advisors's UTF.RT Position: Q4 2025 in Review

Physician Wealth Advisors sold out of Cohen & Steers Infrastructure Fund Rights exp Oct 16 2025 (UTF.RT) in Q4 2025, closing a stake of 1,284 shares — an estimated $101 sold.

Physician Wealth Advisors first reported a position in UTF.RT in Q3 2025 and held it in 1 quarter. The position peaked at $101 in Q3 2025. 1 fund tracked by Wall St. Rank holds UTF.RT as of Q4 2025.

Physician Wealth Advisors reported no remaining Cohen & Steers Infrastructure Fund Rights exp Oct 16 2025 position as of Q4 2025 after selling out during the quarter.
Physician Wealth Advisors sold 1,284 Cohen & Steers Infrastructure Fund Rights exp Oct 16 2025 shares in Q4 2025, an estimated $101.
Physician Wealth Advisors first reported a position in Cohen & Steers Infrastructure Fund Rights exp Oct 16 2025 in Q3 2025 and held it in 1 quarter.
Physician Wealth Advisors's Cohen & Steers Infrastructure Fund Rights exp Oct 16 2025 position peaked at $101 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 Physician Wealth Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.