B. Riley Wealth Advisors
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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
Q3 		$664K Buy
26,648
+1,182
+5% +$31.9K 0.03% 483
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% +$1.7K 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

Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Smith Asset Management
Smith Asset Management Chiefland, Florida $123M AUM 1.3% 1-Year Est. Return
PMG Family Office
PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SWL
STACKSTONE WEALTH, LLC Dubuque, Iowa $1.01B AUM
Unique Wealth
Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return
SeaCrest Wealth Management
SeaCrest Wealth Management Purchase, New York $883M AUM 33.97% 1-Year Est. Return
Stronghold Wealth Management
Stronghold Wealth Management Tampa, Florida $72.4M AUM 15.8% 1-Year Est. Return

B. Riley Wealth Advisors's BUI Position: Q3 2026 in Review

B. Riley Wealth Advisors increased its BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) stake by 4.6% in Q3 2026, buying an estimated $31.9K and bringing the position to 26,648 shares worth $664K. The position accounts for 0.03% of the portfolio, ranked #483.

B. Riley Wealth Advisors first reported a position in BUI in Q4 2021 and has held it in 18 quarters since. The position peaked at $739K in Q2 2026. 16 funds tracked by Wall St. Rank hold BUI as of Q3 2026.

  • B. Riley Wealth Advisors held 26,648 shares of BlackRock Utilities, Infrastructure & Power Opportunities Trust worth $664K as of Q3 2026.
  • B. Riley Wealth Advisors bought 1,182 BlackRock Utilities, Infrastructure & Power Opportunities Trust shares in Q3 2026, an estimated $31.9K.
  • BlackRock Utilities, Infrastructure & Power Opportunities Trust made up 0.03% of B. Riley Wealth Advisors's portfolio in Q3 2026, its #483 holding.
  • B. Riley Wealth Advisors first reported a position in BlackRock Utilities, Infrastructure & Power Opportunities Trust in Q4 2021 and has held it in 18 quarters since.
  • B. Riley Wealth Advisors's BlackRock Utilities, Infrastructure & Power Opportunities Trust position peaked at $739K in Q2 2026.
  • 16 funds tracked by Wall St. Rank held BlackRock Utilities, Infrastructure & Power Opportunities Trust as of Q3 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.