Farther Finance Advisors’s BlackRock Utilities, Infrastructure & Power Opportunities Trust BUI Stock Holding History

Farther Finance 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	$723K	Sell	24,933 -3,730	-13%	-$103K	0.01%	1300
2026 Q1	$766K	Sell	28,663 -671	-2%	-$18.5K	0.01%	1142
2025 Q4	$754K	Buy	29,334 +5,762	+24%	+$152K	0.01%	1060
2025 Q3	$617K	Buy	23,572 +36	+0.2%	+$953	0.01%	968
2025 Q2	$606K	Buy	23,536 +23,050	+4,743%	+$545K	0.01%	821
2025 Q1	$11K	Buy	+486	New	+$11.2K	﹤0.01%	2693

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

Farther Finance Advisors's BUI Position: Q2 2026 in Review

Farther Finance Advisors reduced its BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) stake by 13% in Q2 2026, selling an estimated $103K and leaving 24,933 shares worth $723K. The position accounts for 0.01% of the portfolio, ranked #1300.

Farther Finance Advisors first reported a position in BUI in Q1 2025 and has held it in 6 quarters since. The position peaked at $766K in Q1 2026. 82 funds tracked by Wall St. Rank hold BUI as of Q2 2026.

Farther Finance Advisors held 24,933 shares of BlackRock Utilities, Infrastructure & Power Opportunities Trust worth $723K as of Q2 2026.
Farther Finance Advisors sold 3,730 BlackRock Utilities, Infrastructure & Power Opportunities Trust shares in Q2 2026, an estimated $103K.
BlackRock Utilities, Infrastructure & Power Opportunities Trust made up 0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1300 holding.
Farther Finance Advisors first reported a position in BlackRock Utilities, Infrastructure & Power Opportunities Trust in Q1 2025 and has held it in 6 quarters since.
Farther Finance Advisors's BlackRock Utilities, Infrastructure & Power Opportunities Trust position peaked at $766K in Q1 2026.
82 funds tracked by Wall St. Rank held BlackRock Utilities, Infrastructure & Power Opportunities Trust as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.