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STACKSTONE WEALTH, LLC’s BlackRock Utilities, Infrastructure & Power Opportunities Trust BUI Stock Holding History

STACKSTONE WEALTH, LLC’s Portfolio BUI Stock Details BUI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$421K Buy
+16,898
New +$456K 0.04% 240

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Wealth Enhancement Advisory Services
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SAM
Smith Asset Management Chiefland, Florida $123M AUM 1.3% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return
B. Riley Wealth Advisors
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Unique Wealth
Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return
SWM
Stronghold Wealth Management Tampa, Florida $72.4M AUM 15.8% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
HNB
Hilltop National Bank Casper, Wyoming $465M AUM 31.11% 1-Year Est. Return

STACKSTONE WEALTH, LLC's BUI Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) in Q3 2026: 16,898 shares worth $421K. The stake represents 0.04% of the portfolio and ranks #240 among its holdings.

12 funds tracked by Wall St. Rank hold BUI as of Q3 2026.

  • STACKSTONE WEALTH, LLC held 16,898 shares of BlackRock Utilities, Infrastructure & Power Opportunities Trust worth $421K as of Q3 2026.
  • BlackRock Utilities, Infrastructure & Power Opportunities Trust was a new STACKSTONE WEALTH, LLC position in Q3 2026.
  • BlackRock Utilities, Infrastructure & Power Opportunities Trust made up 0.04% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #240 holding.
  • 12 funds tracked by Wall St. Rank held BlackRock Utilities, Infrastructure & Power Opportunities Trust as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.