Cetera Investment Advisers
BUI icon

Cetera Investment Advisers’s BlackRock Utilities, Infrastructure & Power Opportunities Trust BUI Stock Holding History

Cetera Investment Advisers’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
Q1 		$619K Sell
23,454
-2,318
-9% -$63.8K ﹤0.01% 3317
2025
Q4 		$662K Buy
25,772
+2,117
+9% +$55.7K ﹤0.01% 3193
2025
Q3 		$619K Sell
23,655
-476
-2% -$12.6K ﹤0.01% 3209
2025
Q2 		$621K Sell
24,131
-790
-3% -$18.7K ﹤0.01% 2787
2025
Q1 		$564K Sell
24,921
-854
-3% -$19.6K ﹤0.01% 2742
2024
Q4 		$604K Buy
25,775
+1,962
+8% +$46.1K ﹤0.01% 2537
2024
Q3 		$591K Buy
23,813
+1,363
+6% +$31.5K ﹤0.01% 2514
2024
Q2 		$497K Buy
22,450
+1,849
+9% +$40.4K ﹤0.01% 2600
2024
Q1 		$444K Buy
+20,601
New +$437K ﹤0.01% 2692

Other funds holding BUI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
CCC
Cable Car Capital San Francisco, California $289M AUM 26.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
NRI
NFP Retirement Inc Aliso Viejo, California $1.67B AUM 13.03% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return