Larson Financial Group’s BlackRock Utilities, Infrastructure & Power Opportunities Trust BUI Stock Holding History

Larson Financial Group’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	$21.1K	Buy	726 +11	+2%	+$304	﹤0.01%	1984
2026 Q1	$18.9K	Buy	+715	New	+$19.7K	﹤0.01%	1878
2025 Q4	–	Sell	-167	Closed	-$4.37K	–	3487
2025 Q3	$4.37K	Hold	167	–	–	﹤0.01%	2408
2025 Q2	$4.3K	Hold	167	–	–	﹤0.01%	2129
2025 Q1	$3.78K	Sell	167 -4,000	-96%	-$91.9K	﹤0.01%	1959
2024 Q4	$97.6K	Hold	4,167	–	–	0.01%	735
2024 Q3	$103K	Buy	4,167 +2,800	+205%	+$64.6K	0.01%	723
2024 Q2	$30.3K	Buy	1,367 +1,200	+719%	+$26.2K	﹤0.01%	939
2024 Q1	$3.6K	Hold	167	–	–	﹤0.01%	1258
2023 Q4	$3.64K	Hold	167	–	–	﹤0.01%	1259
2023 Q3	$3.31K	Hold	167	–	–	﹤0.01%	1264
2023 Q2	$3.68K	Buy	+167	New	+$3.8K	﹤0.01%	1165

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

Larson Financial Group's BUI Position: Q2 2026 in Review

Larson Financial Group increased its BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) stake by 1.5% in Q2 2026, buying an estimated $304 and bringing the position to 726 shares worth $21.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1984.

Larson Financial Group first reported a position in BUI in Q2 2023 and has held it in 12 quarters since. The position peaked at $103K in Q3 2024. 82 funds tracked by Wall St. Rank hold BUI as of Q2 2026.

Larson Financial Group held 726 shares of BlackRock Utilities, Infrastructure & Power Opportunities Trust worth $21.1K as of Q2 2026.
Larson Financial Group bought 11 BlackRock Utilities, Infrastructure & Power Opportunities Trust shares in Q2 2026, an estimated $304.
BlackRock Utilities, Infrastructure & Power Opportunities Trust made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1984 holding.
Larson Financial Group first reported a position in BlackRock Utilities, Infrastructure & Power Opportunities Trust in Q2 2023 and has held it in 12 quarters since.
Larson Financial Group's BlackRock Utilities, Infrastructure & Power Opportunities Trust position peaked at $103K in Q3 2024.
82 funds tracked by Wall St. Rank held BlackRock Utilities, Infrastructure & Power Opportunities Trust as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.