Prosperity Wealth Management’s Cohen & Steers Infrastructure Fund UTF Stock Holding History

Prosperity Wealth Management’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 Q2	–	Sell	-7,849	Closed	-$201K	–	281
2025 Q1	$201K	Buy	+7,849	New	+$192K	0.09%	195
2024 Q4	–	Sell	-11,997	Closed	-$312K	–	247
2024 Q3	$312K	Buy	11,997 +173	+1%	+$4.24K	0.12%	127
2024 Q2	$266K	Buy	11,824 +235	+2%	+$5.4K	0.13%	139
2024 Q1	$273K	Sell	11,589 -13,018	-53%	-$286K	0.13%	116
2023 Q4	$523K	Sell	24,607 -1,617	-6%	-$33K	0.34%	48
2023 Q3	$513K	Buy	26,224 +4,058	+18%	+$89.4K	0.33%	51
2023 Q2	$524K	Buy	22,166 +12,879	+139%	+$292K	0.34%	39
2023 Q1	$227K	Buy	+9,287	New	+$227K	0.18%	104

Other funds holding UTF

Paralel Advisors Denver, Colorado $2.41B AUM 9.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BFIC

Bedell Frazier Investment Counselling Walnut Creek, California $495M AUM 29.32% 1-Year Est. Return

Prosperity Wealth Management's UTF Position: Q2 2025 in Review

Prosperity Wealth Management sold out of Cohen & Steers Infrastructure Fund (UTF) in Q2 2025, closing a stake of 7,849 shares — an estimated $201K sold.

Prosperity Wealth Management first reported a position in UTF in Q1 2023 and held it in 8 quarters. The position peaked at $524K in Q2 2023. 227 funds tracked by Wall St. Rank hold UTF as of Q2 2025.

Prosperity Wealth Management reported no remaining Cohen & Steers Infrastructure Fund position as of Q2 2025 after selling out during the quarter.
Prosperity Wealth Management sold 7,849 Cohen & Steers Infrastructure Fund shares in Q2 2025, an estimated $201K.
Prosperity Wealth Management first reported a position in Cohen & Steers Infrastructure Fund in Q1 2023 and held it in 8 quarters.
Prosperity Wealth Management's Cohen & Steers Infrastructure Fund position peaked at $524K in Q2 2023.
227 funds tracked by Wall St. Rank held Cohen & Steers Infrastructure Fund as of Q2 2025.

Based on Prosperity Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.