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Livermore
Livermore
ZHEN

Accel Wealth Management

SEC CIK
0001838226
Latest filing
Jul 10, 2026

UTF holding history

Cohen & Steers Infrastructure Fund Inc in every 13F filed by Accel Wealth Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UTF overviewAll 13F holders of UTFFull Q2 2026 holdings

Shares (Q2 2026)
66,098
Value
$1.82M
% of portfolio
0.4%
Quarters held
22
Since Q1 2021
Holdings of UTF by Accel Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202666,098$1.82M0.4%−6,994−9.6%ReducedHolders
Q1 202673,092$1.89M0.5%−3,849−5.0%ReducedHolders
Q4 202576,941$1.86M0.5%−8,209−9.6%ReducedHolders
Q3 202585,150$2.11M0.6%−2,258−2.6%ReducedHolders
Q2 202587,408$2.36M0.8%−1,027−1.2%ReducedHolders
Q1 202588,435$2.26M0.8%−1,257−1.4%ReducedHolders
Q4 202489,692$2.16M0.8%−2,945−3.2%ReducedHolders
Q3 202492,637$2.41M0.9%−396−0.4%ReducedHolders
Q2 202493,033$2.09M0.8%−3,014−3.1%ReducedHolders
Q1 202496,047$2.26M1.0%−4,355−4.3%ReducedHolders
Q4 2023100,402$2.13M1.1%−2,711−2.6%ReducedHolders
Q3 2023103,113$2.02M1.1%−2,467−2.3%ReducedHolders
Q2 2023105,580$2.49M1.4%+4,861+4.8%AddedHolders
Q1 2023100,719$2.46M1.0%−5,107−4.8%ReducedHolders
Q4 2022105,826$2.54M1.2%+3,720+3.6%AddedHolders
Q3 2022102,106$2.49M1.3%+585+0.6%AddedHolders
Q2 2022101,521$2.54M1.5%−3,473−3.3%ReducedHolders
Q1 2022104,994$3.06M1.6%+149+0.1%AddedHolders
Q4 2021104,845$2.99M1.5%+22,205+26.9%AddedHolders
Q3 202182,640$2.24M1.4%+29,807+56.4%AddedHolders
Q2 202152,833$1.52M1.0%+31,662+149.6%AddedHolders
Q1 202121,171$591.0K0.5%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.