Arax Advisory Partners’s BlackRock Utilities, Infrastructure & Power Opportunities Trust BUI Stock Holding History

Arax Advisory Partners’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	$218K	Buy	+7,501	New	+$207K	﹤0.01%	2195
2026 Q1	–	Sell	-1	Closed	-$18	–	3860
2025 Q4	$18	Buy	+1	New	+$26	﹤0.01%	4026
2025 Q3	–	Hold	0	–	–	–	3580

Other funds holding BUI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

NRI

NFP Retirement Inc Aliso Viejo, California $1.82B AUM 16.11% 1-Year Est. Return

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

Arax Advisory Partners's BUI Position: Q2 2026 in Review

Arax Advisory Partners opened a new position in BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) in Q2 2026: 7,501 shares worth $218K. The stake represents ﹤0.01% of the portfolio and ranks #2195 among its holdings. This is a return to the name: Arax Advisory Partners previously reported a position in BUI as recently as Q4 2025.

Arax Advisory Partners first reported a position in BUI in Q4 2025 and has held it in 2 quarters since. 82 funds tracked by Wall St. Rank hold BUI as of Q2 2026.

Arax Advisory Partners held 7,501 shares of BlackRock Utilities, Infrastructure & Power Opportunities Trust worth $218K as of Q2 2026.
BlackRock Utilities, Infrastructure & Power Opportunities Trust was a new Arax Advisory Partners position in Q2 2026.
BlackRock Utilities, Infrastructure & Power Opportunities Trust made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #2195 holding.
Arax Advisory Partners first reported a position in BlackRock Utilities, Infrastructure & Power Opportunities Trust in Q4 2025 and has held it in 2 quarters since.
82 funds tracked by Wall St. Rank held BlackRock Utilities, Infrastructure & Power Opportunities Trust as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.