FORM Wealth Advisors, LLC
Position in UTF — Cohen & Steers Infrastructure Fund Inc
CIK 2053294
Lake Geneva, WI
Position in UTF
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$201,627
-$62,313 QoQ
Shares Held
7,308
-25.4% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#174
of 257 holders
Holding Since
Mar 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UTF Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026FORM Wealth Advisors, LLC holds $623,054 across 2 Asset Management names. UTF ranks #2 (32.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RJF |
Raymond James Financial Inc
|
2,772 | $421,427 | |
| 2 | UTF |
Cohen & Steers Infrastructure Fund Inc
This page
|
7,308 | $201,627 |
All Filings in UTF
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $201,627 | 7,308 | Shares | Sole | 2026-07-10 | |
| 2025-06-30 | $263,940 | 9,630 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $215,592 | 8,297 | Shares | Sole | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||