EQ Wealth Advisors’s BlackRock Utilities, Infrastructure & Power Opportunities Trust BUI Stock Holding History

EQ 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 Q1	–	Sell	-350	Closed	-$8.99K	–	69
2025 Q4	$8.99K	Buy	+350	New	+$9.21K	0.01%	169
2025 Q3	–	Sell	-350	Closed	-$9.01K	–	70
2025 Q2	$9.01K	Hold	350	–	–	0.01%	134
2025 Q1	$7.92K	Buy	+350	New	+$8.04K	0.01%	148

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

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

CCC

Cable Car Capital San Francisco, California $4.66B AUM 77.16% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

EQ Wealth Advisors's BUI Position: Q1 2026 in Review

EQ Wealth Advisors sold out of BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) in Q1 2026, closing a stake of 350 shares — an estimated $8.99K sold.

EQ Wealth Advisors first reported a position in BUI in Q1 2025 and held it in 3 quarters. The position peaked at $9.01K in Q2 2025. 75 funds tracked by Wall St. Rank hold BUI as of Q1 2026.

EQ Wealth Advisors reported no remaining BlackRock Utilities, Infrastructure & Power Opportunities Trust position as of Q1 2026 after selling out during the quarter.
EQ Wealth Advisors sold 350 BlackRock Utilities, Infrastructure & Power Opportunities Trust shares in Q1 2026, an estimated $8.99K.
EQ Wealth Advisors first reported a position in BlackRock Utilities, Infrastructure & Power Opportunities Trust in Q1 2025 and held it in 3 quarters.
EQ Wealth Advisors's BlackRock Utilities, Infrastructure & Power Opportunities Trust position peaked at $9.01K in Q2 2025.
75 funds tracked by Wall St. Rank held BlackRock Utilities, Infrastructure & Power Opportunities Trust as of Q1 2026.

Based on EQ Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.