C2C Wealth Management, LLC
Position in UTF — Cohen & Steers Infrastructure Fund Inc
CIK 1868903
SCOTTSDALE, AZ
Position in UTF
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$7,178,335
+$883,938 QoQ
Shares Held
277,370
+6.2% QoQ
Ownership
0.248%
of shares outstanding
% of Portfolio
9.97%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in UTF Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026C2C Wealth Management, LLC holds $12,999,482 across 5 Asset Management names. UTF ranks #1 (55.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UTF |
Cohen & Steers Infrastructure Fund Inc
This page
|
277,370 | $7,178,335 | |
| 2 | ETY |
Eaton Vance Tax-Managed Diversified Equity Income Fund
|
230,094 | $3,172,996 | |
| 3 | PTY |
Pimco Corporate & Income Opportunity Fund
|
108,985 | $1,314,359 | |
| 4 | ARCC |
Ares Capital Corp
|
55,850 | $1,006,417 | |
| 5 | IDE |
Voya Infrastructure, Industrials & Materials Fund
|
26,232 | $327,375 |
All Filings in UTF
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,178,335 | 277,370 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $6,294,397 | 261,070 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $6,361,944 | 256,530 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $6,808,378 | 252,630 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $6,409,984 | 250,880 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $5,995,095 | 249,380 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $6,361,211 | 244,380 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,520,638 | 245,580 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $5,814,719 | 246,700 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $5,041,314 | 237,350 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $4,595,426 | 234,700 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $5,277,889 | 223,450 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $5,042,992 | 206,680 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,629,590 | 192,980 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $4,151,826 | 178,650 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $4,487,463 | 177,300 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $4,747,800 | 164,000 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $4,447,852 | 156,065 | Shares | Sole | 2022-02-23 | |
| No filing history on record for this holder in this stock. | ||||||