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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
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

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Invesco
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CCC
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LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
NRI
NFP Retirement Inc Aliso Viejo, California $1.67B AUM 13.03% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return