American Institute for Advanced Investment Management’s BlackRock Utilities, Infrastructure & Power Opportunities Trust BUI Stock Holding History

American Institute for Advanced Investment Management’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 Q2	$1.11M	Buy	38,140 +1,075	+3%	+$29.7K	0.64%	44
2026 Q1	$978K	Buy	37,065 +18,025	+95%	+$496K	0.63%	49
2025 Q4	$491K	Buy	+19,040	New	+$501K	0.32%	82

Other funds holding BUI

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SAM

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

PFO

PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

EAM

Everstar Asset Management Mooresville, North Carolina $207M AUM 18.14% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

American Institute for Advanced Investment Management's BUI Position: Q2 2026 in Review

American Institute for Advanced Investment Management increased its BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) stake by 2.9% in Q2 2026, buying an estimated $29.7K and bringing the position to 38,140 shares worth $1.11M. The position accounts for 0.64% of the portfolio, ranked #44.

American Institute for Advanced Investment Management first reported a position in BUI in Q4 2025 and has held it in 3 quarters since. 30 funds tracked by Wall St. Rank hold BUI as of Q2 2026.

American Institute for Advanced Investment Management held 38,140 shares of BlackRock Utilities, Infrastructure & Power Opportunities Trust worth $1.11M as of Q2 2026.
American Institute for Advanced Investment Management bought 1,075 BlackRock Utilities, Infrastructure & Power Opportunities Trust shares in Q2 2026, an estimated $29.7K.
BlackRock Utilities, Infrastructure & Power Opportunities Trust made up 0.64% of American Institute for Advanced Investment Management's portfolio in Q2 2026, its #44 holding.
American Institute for Advanced Investment Management first reported a position in BlackRock Utilities, Infrastructure & Power Opportunities Trust in Q4 2025 and has held it in 3 quarters since.
30 funds tracked by Wall St. Rank held BlackRock Utilities, Infrastructure & Power Opportunities Trust as of Q2 2026.

Based on American Institute for Advanced Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.