Shulman DeMeo Asset Management LLC
Position in UTF — Cohen & Steers Infrastructure Fund Inc
CIK 1767070
LAKE SUCCESS, NY
Position in UTF
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$297,309
+$15,010 QoQ
Shares Held
10,776
-1.2% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#146
of 257 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UTF Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Shulman DeMeo Asset Management LLC holds $13,915,002 across 28 Asset Management names. UTF ranks #14 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
|
151,552 | $2,824,929 | |
| 2 | QQQX |
Nuveen NASDAQ 100 Dynamic Overwrite Fund
|
44,170 | $1,331,283 | |
| 3 | APO |
Apollo Global Management, Inc.
|
10,910 | $1,290,762 | |
| 4 | BDJ |
BlackRock Enhanced Equity Dividend Trust
|
129,042 | $1,234,931 | |
| 5 | DNP |
Dnp Select Income Fund Inc
|
91,876 | $991,342 | |
| 6 | BX |
Blackstone Inc.
|
5,570 | $655,421 | |
| 7 | JPC |
Nuveen Preferred & Income Opportunities Fund
|
77,280 | $608,966 | |
| 8 | BTZ |
Blackrock Credit Allocation Income Trust
|
50,279 | $513,851 |
All Filings in UTF
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $297,309 | 10,776 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $282,299 | 10,908 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $270,417 | 11,216 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $284,108 | 11,456 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $319,277 | 11,649 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $307,524 | 11,835 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $291,868 | 11,938 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $316,849 | 11,969 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $288,177 | 12,605 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $314,615 | 13,125 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $293,105 | 13,569 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $270,197 | 13,569 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $325,972 | 13,570 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $340,161 | 13,708 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $335,055 | 13,733 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $325,289 | 13,763 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $358,021 | 13,909 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $409,510 | 13,909 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $407,580 | 14,062 | Shares | Sole | 2022-01-28 | |
| 2021-06-30 | $411,289 | 14,096 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $402,922 | 14,185 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $420,484 | 16,013 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $365,456 | 16,165 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $370,323 | 16,514 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $317,405 | 16,557 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||