Liberty Square Wealth Partners’s BlackRock Utilities, Infrastructure & Power Opportunities Trust BUI Stock Holding History

Liberty Square Wealth Partners’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	$260K	Sell	9,839 -2,200	-18%	-$60.6K	0.07%	118
2025 Q4	$309K	Hold	12,039	–	–	0.09%	106
2025 Q3	$315K	Sell	12,039 -112	-0.9%	-$2.97K	0.1%	113
2025 Q2	$313K	Sell	12,151 -309	-2%	-$7.3K	0.11%	109
2025 Q1	$282K	Buy	12,460 +1,172	+10%	+$26.9K	0.11%	114
2024 Q4	$262K	Buy	+11,288	New	+$265K	0.1%	121

Other funds holding BUI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CCC

Cable Car Capital San Francisco, California $289M AUM 26.33% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B 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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Liberty Square Wealth Partners's BUI Position: Q1 2026 in Review

Liberty Square Wealth Partners reduced its BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) stake by 18% in Q1 2026, selling an estimated $60.6K and leaving 9,839 shares worth $260K. The position accounts for 0.07% of the portfolio, ranked #118.

Liberty Square Wealth Partners first reported a position in BUI in Q4 2024 and has held it in 6 quarters since. The position peaked at $315K in Q3 2025. 75 funds tracked by Wall St. Rank hold BUI as of Q1 2026.

Liberty Square Wealth Partners held 9,839 shares of BlackRock Utilities, Infrastructure & Power Opportunities Trust worth $260K as of Q1 2026.
Liberty Square Wealth Partners sold 2,200 BlackRock Utilities, Infrastructure & Power Opportunities Trust shares in Q1 2026, an estimated $60.6K.
BlackRock Utilities, Infrastructure & Power Opportunities Trust made up 0.07% of Liberty Square Wealth Partners's portfolio in Q1 2026, its #118 holding.
Liberty Square Wealth Partners first reported a position in BlackRock Utilities, Infrastructure & Power Opportunities Trust in Q4 2024 and has held it in 6 quarters since.
Liberty Square Wealth Partners's BlackRock Utilities, Infrastructure & Power Opportunities Trust position peaked at $315K in Q3 2025.
75 funds tracked by Wall St. Rank held BlackRock Utilities, Infrastructure & Power Opportunities Trust as of Q1 2026.

Based on Liberty Square Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.