Creative Planning’s BlackRock Utilities, Infrastructure & Power Opportunities Trust BUI Stock Holding History

Creative Planning’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	$334K	Buy	+11,527	New	+$318K	﹤0.01%	3489
2022 Q2	–	Sell	-1,550	Closed	-$39K	–	2312
2022 Q1	$39K	Buy	+1,550	New	+$38.2K	﹤0.01%	2082
2017 Q3	–	Sell	-2,313	Closed	-$48K	–	2131
2017 Q2	$48K	Buy	2,313 +700	+43%	+$14.5K	﹤0.01%	2534
2017 Q1	$32K	Buy	1,613 +1,113	+223%	+$21.6K	﹤0.01%	2784
2016 Q4	$9K	Hold	500	–	–	﹤0.01%	3597
2016 Q3	$10K	Buy	+500	New	+$9.93K	﹤0.01%	3499
2016 Q2	–	Sell	-3,500	Closed	-$65K	–	4358
2016 Q1	$65K	Buy	+3,500	New	+$60.1K	﹤0.01%	1910
2015 Q2	–	Sell	-1,200	Closed	-$24K	–	1355
2015 Q1	$24K	Buy	+1,200	New	+$24.1K	﹤0.01%	2579
2014 Q1	–	Sell	-100	Closed	-$2K	–	3633
2013 Q4	$2K	Buy	+100	New	+$1.77K	﹤0.01%	3083

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

Creative Planning's BUI Position: Q2 2026 in Review

Creative Planning opened a new position in BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) in Q2 2026: 11,527 shares worth $334K. The stake represents ﹤0.01% of the portfolio and ranks #3489 among its holdings. This is a return to the name: Creative Planning previously reported a position in BUI as recently as Q1 2022.

Creative Planning first reported a position in BUI in Q4 2013 and has held it in 9 quarters since. 82 funds tracked by Wall St. Rank hold BUI as of Q2 2026.

Creative Planning held 11,527 shares of BlackRock Utilities, Infrastructure & Power Opportunities Trust worth $334K as of Q2 2026.
BlackRock Utilities, Infrastructure & Power Opportunities Trust was a new Creative Planning position in Q2 2026.
BlackRock Utilities, Infrastructure & Power Opportunities Trust made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3489 holding.
Creative Planning first reported a position in BlackRock Utilities, Infrastructure & Power Opportunities Trust in Q4 2013 and has held it in 9 quarters since.
82 funds tracked by Wall St. Rank held BlackRock Utilities, Infrastructure & Power Opportunities Trust as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.