Tyche Wealth Partners’s Cohen & Steers Infrastructure Fund UTF Stock Holding History

Tyche Wealth Partners’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 Q2	$208K	Buy	+7,548	New	+$203K	0.03%	316
2025 Q4	–	Sell	-15,035	Closed	-$373K	–	356
2025 Q3	$373K	Hold	15,035	–	–	0.07%	202
2025 Q2	$405K	Hold	15,035	–	–	0.08%	175
2025 Q1	$384K	Buy	+15,035	New	+$368K	0.08%	166
2024 Q4	–	Sell	-20,670	Closed	-$538K	–	324
2024 Q3	$538K	Hold	20,670	–	–	0.12%	127
2024 Q2	$465K	Hold	20,670	–	–	0.11%	140
2024 Q1	$487K	Hold	20,670	–	–	0.12%	139
2023 Q4	$439K	Buy	+20,670	New	+$422K	0.11%	160

Other funds holding UTF

Paralel Advisors Denver, Colorado $2.59B AUM 17.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SFG

SNS Financial Group Minneapolis, Minnesota $5.2B AUM 22.05% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Tyche Wealth Partners's UTF Position: Q2 2026 in Review

Tyche Wealth Partners opened a new position in Cohen & Steers Infrastructure Fund (UTF) in Q2 2026: 7,548 shares worth $208K. The stake represents 0.03% of the portfolio and ranks #316 among its holdings. This is a return to the name: Tyche Wealth Partners previously reported a position in UTF as recently as Q3 2025.

Tyche Wealth Partners first reported a position in UTF in Q4 2023 and has held it in 8 quarters since. The position peaked at $538K in Q3 2024. 258 funds tracked by Wall St. Rank hold UTF as of Q2 2026.

Tyche Wealth Partners held 7,548 shares of Cohen & Steers Infrastructure Fund worth $208K as of Q2 2026.
Cohen & Steers Infrastructure Fund was a new Tyche Wealth Partners position in Q2 2026.
Cohen & Steers Infrastructure Fund made up 0.03% of Tyche Wealth Partners's portfolio in Q2 2026, its #316 holding.
Tyche Wealth Partners first reported a position in Cohen & Steers Infrastructure Fund in Q4 2023 and has held it in 8 quarters since.
Tyche Wealth Partners's Cohen & Steers Infrastructure Fund position peaked at $538K in Q3 2024.
258 funds tracked by Wall St. Rank held Cohen & Steers Infrastructure Fund as of Q2 2026.

Based on Tyche Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.