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

JFS 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 Q3	$5.71K	Hold	229	–	–	﹤0.01%	1190
2026 Q2	$6.64K	Buy	+229	New	+$6.32K	﹤0.01%	1170

Other funds holding BUI

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Prairie Wealth Advisors Omaha, Nebraska $465M AUM 15% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Cypress Capital Management (Wyoming) Sheridan, Wyoming $126M AUM 27.56% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Pursuit Wealth Strategies Raleigh, North Carolina $79.3M AUM 14.46% 1-Year Est. Return

Smith Asset Management Chiefland, Florida $123M AUM 1.3% 1-Year Est. Return

JFS Wealth Advisors's BUI Position: Q3 2026 in Review

JFS Wealth Advisors held its BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) position steady in Q3 2026 at 229 shares worth $5.71K. The position accounts for ﹤0.01% of the portfolio, ranked #1190.

JFS Wealth Advisors first reported a position in BUI in Q2 2026 and has held it in 2 quarters since. The position peaked at $6.64K in Q2 2026. 48 funds tracked by Wall St. Rank hold BUI as of Q3 2026.

JFS Wealth Advisors held 229 shares of BlackRock Utilities, Infrastructure & Power Opportunities Trust worth $5.71K as of Q3 2026.
JFS Wealth Advisors left its BlackRock Utilities, Infrastructure & Power Opportunities Trust share count unchanged in Q3 2026.
BlackRock Utilities, Infrastructure & Power Opportunities Trust made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #1190 holding.
JFS Wealth Advisors first reported a position in BlackRock Utilities, Infrastructure & Power Opportunities Trust in Q2 2026 and has held it in 2 quarters since.
JFS Wealth Advisors's BlackRock Utilities, Infrastructure & Power Opportunities Trust position peaked at $6.64K in Q2 2026.
48 funds tracked by Wall St. Rank held BlackRock Utilities, Infrastructure & Power Opportunities Trust as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.