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

IFP 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 		$40.5K Buy
1,625
+27
+2% +$729 ﹤0.01% 2523
2026
Q2 		$46.4K Buy
1,598
+22
+1% +$608 ﹤0.01% 2446
2026
Q1 		$41.6K Buy
1,576
+23
+1% +$633 ﹤0.01% 2350
2025
Q4 		$39.9K Buy
+1,553
New +$40.9K ﹤0.01% 2314
2024
Q4 		– Sell
-91
Closed -$2.26K – 4600
2024
Q3 		$2.26K Hold
91
– – ﹤0.01% 2884
2024
Q2 		$2.02K Hold
91
– – ﹤0.01% 2815
2024
Q1 		$1.96K Hold
91
– – ﹤0.01% 2697
2023
Q4 		$1.99K Hold
91
– – ﹤0.01% 2682
2023
Q3 		$1.8K Hold
91
– – ﹤0.01% 2866
2023
Q2 		$2.01K Buy
+91
New +$2.07K ﹤0.01% 2879
2019
Q1 		– Sell
-959
Closed -$18K – 2491
2018
Q4 		$18K Sell
959
-788
-45% -$15.3K ﹤0.01% 2188
2018
Q3 		$36K Sell
1,747
-1,758
-50% -$36.3K ﹤0.01% 2077
2018
Q2 		$70K Buy
3,505
+32
+0.9% +$637 ﹤0.01% 1713
2018
Q1 		$75K Hold
3,473
– – ﹤0.01% 1552
2017
Q4 		$75K Sell
3,473
-8,725
-72% -$185K ﹤0.01% 1564
2017
Q3 		$257K Buy
12,198
+490
+4% +$10.3K 0.01% 999
2017
Q2 		$241K Buy
11,708
+15
+0.1% +$311 0.01% 1016
2017
Q1 		$232K Buy
11,693
+756
+7% +$14.7K 0.01% 1037
2016
Q4 		$201K Buy
10,937
+16
+0.1% +$297 0.01% 1047
2016
Q3 		$214K Buy
10,921
+1,515
+16% +$30.1K 0.01% 972
2016
Q2 		$192K Buy
+9,406
New +$176K 0.01% 986
2016
Q1 		– Sell
-9,225
Closed -$155K – 2485
2015
Q4 		$155K Buy
+9,225
New +$156K 0.01% 955

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
B. Riley Wealth Advisors
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 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

IFP Advisors's BUI Position: Q3 2026 in Review

IFP Advisors increased its BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) stake by 1.7% in Q3 2026, buying an estimated $729 and bringing the position to 1,625 shares worth $40.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2523.

IFP Advisors first reported a position in BUI in Q4 2015 and has held it in 22 quarters since. The position peaked at $257K in Q3 2017. 15 funds tracked by Wall St. Rank hold BUI as of Q3 2026.

  • IFP Advisors held 1,625 shares of BlackRock Utilities, Infrastructure & Power Opportunities Trust worth $40.5K as of Q3 2026.
  • IFP Advisors bought 27 BlackRock Utilities, Infrastructure & Power Opportunities Trust shares in Q3 2026, an estimated $729.
  • BlackRock Utilities, Infrastructure & Power Opportunities Trust made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #2523 holding.
  • IFP Advisors first reported a position in BlackRock Utilities, Infrastructure & Power Opportunities Trust in Q4 2015 and has held it in 22 quarters since.
  • IFP Advisors's BlackRock Utilities, Infrastructure & Power Opportunities Trust position peaked at $257K in Q3 2017.
  • 15 funds tracked by Wall St. Rank held BlackRock Utilities, Infrastructure & Power Opportunities Trust as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.