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

Yukon 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
Q4 		– Sell
-10,182
Closed -$253K – 124
2025
Q3 		$253K Buy
10,182
+2,617
+35% +$68.7K 0.08% 108
2025
Q2 		$204K Buy
+7,565
New +$193K 0.07% 112

Other funds holding UTF

PA
Paralel Advisors Denver, Colorado $2.41B AUM 9.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Yukon Wealth Management's UTF Position: Q4 2025 in Review

Yukon Wealth Management sold out of Cohen & Steers Infrastructure Fund (UTF) in Q4 2025, closing a stake of 10,182 shares — an estimated $253K sold.

Yukon Wealth Management first reported a position in UTF in Q2 2025 and held it in 2 quarters. The position peaked at $253K in Q3 2025. 247 funds tracked by Wall St. Rank hold UTF as of Q4 2025.

  • Yukon Wealth Management reported no remaining Cohen & Steers Infrastructure Fund position as of Q4 2025 after selling out during the quarter.
  • Yukon Wealth Management sold 10,182 Cohen & Steers Infrastructure Fund shares in Q4 2025, an estimated $253K.
  • Yukon Wealth Management first reported a position in Cohen & Steers Infrastructure Fund in Q2 2025 and held it in 2 quarters.
  • Yukon Wealth Management's Cohen & Steers Infrastructure Fund position peaked at $253K in Q3 2025.
  • 247 funds tracked by Wall St. Rank held Cohen & Steers Infrastructure Fund as of Q4 2025.

Based on Yukon Wealth Management's 13F filing for Q4 2025, filed 10 Feb 2026.