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

Uniting 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	-11,735	Closed	-$915	–	210
2025 Q3	$915	Buy	+11,735	New	+$885	﹤0.01%	199

Other funds holding UTF.RT

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

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

Uniting Wealth Partners sold out of Cohen & Steers Infrastructure Fund Rights exp Oct 16 2025 (UTF.RT) in Q4 2025, closing a stake of 11,735 shares — an estimated $915 sold.

Uniting Wealth Partners first reported a position in UTF.RT in Q3 2025 and held it in 1 quarter. The position peaked at $915 in Q3 2025. 1 fund tracked by Wall St. Rank holds UTF.RT as of Q4 2025.

Uniting 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.
Uniting Wealth Partners sold 11,735 Cohen & Steers Infrastructure Fund Rights exp Oct 16 2025 shares in Q4 2025, an estimated $915.
Uniting 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.
Uniting Wealth Partners's Cohen & Steers Infrastructure Fund Rights exp Oct 16 2025 position peaked at $915 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 Uniting Wealth Partners's 13F filing for Q4 2025, filed 13 Feb 2026.