BRWA
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B. Riley Wealth Advisors’s BlackRock Utilities, Infrastructure & Power Opportunities Trust BUI Stock Holding History

B. Riley Wealth Advisors’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 		$739K Buy
25,466
+4,680
+23% +$129K 0.04% 376
2026
Q1 		$538K Buy
20,786
+598
+3% +$16.5K 0.03% 426
2025
Q4 		$519K Buy
20,188
+706
+4% +$18.6K 0.02% 501
2025
Q3 		$510K Sell
19,482
-1,760
-8% -$46.6K 0.02% 523
2025
Q2 		$547K Buy
21,242
+3,162
+17% +$74.7K 0.03% 502
2025
Q1 		$409K Buy
18,080
+2,464
+16% +$56.6K 0.01% 833
2024
Q4 		$366K Buy
15,616
+375
+2% +$8.81K 0.01% 795
2024
Q3 		$369K Buy
15,241
+639
+4% +$14.8K 0.01% 854
2024
Q2 		$323K Buy
14,602
+78
+0.5% +$1.71K 0.01% 999
2024
Q1 		$288K Sell
14,524
-725
-5% -$15.4K 0.01% 1053
2023
Q4 		$333K Buy
15,249
+725
+5% +$14.6K 0.01% 1004
2023
Q3 		$288K Sell
14,524
-2,600
-15% -$56.7K 0.01% 1053
2023
Q2 		$377K Buy
17,124
+1,001
+6% +$22.8K 0.01% 1001
2023
Q1 		$387K Buy
16,123
+112
+0.7% +$2.49K 0.01% 931
2022
Q4 		$333K Buy
16,011
+1,200
+8% +$24.9K 0.01% 990
2022
Q3 		$298K Buy
+14,811
New +$334K 0.01% 1002
2022
Q1 		– Sell
-8,113
Closed -$216K – 1399
2021
Q4 		$216K Buy
+8,113
New +$209K 0.01% 1238

Other funds holding BUI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
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
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

B. Riley Wealth Advisors's BUI Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) stake by 23% in Q2 2026, buying an estimated $129K and bringing the position to 25,466 shares worth $739K. The position accounts for 0.04% of the portfolio, ranked #376.

B. Riley Wealth Advisors first reported a position in BUI in Q4 2021 and has held it in 17 quarters since. 82 funds tracked by Wall St. Rank hold BUI as of Q2 2026.

  • B. Riley Wealth Advisors held 25,466 shares of BlackRock Utilities, Infrastructure & Power Opportunities Trust worth $739K as of Q2 2026.
  • B. Riley Wealth Advisors bought 4,680 BlackRock Utilities, Infrastructure & Power Opportunities Trust shares in Q2 2026, an estimated $129K.
  • BlackRock Utilities, Infrastructure & Power Opportunities Trust made up 0.04% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #376 holding.
  • B. Riley Wealth Advisors first reported a position in BlackRock Utilities, Infrastructure & Power Opportunities Trust in Q4 2021 and has held it in 17 quarters since.
  • 82 funds tracked by Wall St. Rank held BlackRock Utilities, Infrastructure & Power Opportunities Trust as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.