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

Strategic Wealth Partners’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	-38,057	Closed	-$2.97K	–	1570
2025 Q3	$2.97K	Buy	+38,057	New	+$2.87K	﹤0.01%	1120

Other funds holding UTF.RT

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

Strategic Wealth Partners's UTF.RT Position: Q4 2025 in Review

Strategic Wealth Partners sold out of Cohen & Steers Infrastructure Fund Rights exp Oct 16 2025 (UTF.RT) in Q4 2025, closing a stake of 38,057 shares — an estimated $2.97K sold.

Strategic Wealth Partners first reported a position in UTF.RT in Q3 2025 and held it in 1 quarter. The position peaked at $2.97K in Q3 2025. 1 fund tracked by Wall St. Rank holds UTF.RT as of Q4 2025.

Strategic Wealth Partners reported no remaining Cohen & Steers Infrastructure Fund Rights exp Oct 16 2025 position as of Q4 2025 after selling out during the quarter.
Strategic Wealth Partners sold 38,057 Cohen & Steers Infrastructure Fund Rights exp Oct 16 2025 shares in Q4 2025, an estimated $2.97K.
Strategic Wealth Partners first reported a position in Cohen & Steers Infrastructure Fund Rights exp Oct 16 2025 in Q3 2025 and held it in 1 quarter.
Strategic Wealth Partners's Cohen & Steers Infrastructure Fund Rights exp Oct 16 2025 position peaked at $2.97K 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 Strategic Wealth Partners's 13F filing for Q4 2025, filed 12 May 2026.