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 Q2	$329K	Buy	11,339 +1,500	+15%	+$41.4K	0.08%	104
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 $1.89T 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

Liberty Square Wealth Partners's BUI Position: Q2 2026 in Review

Liberty Square Wealth Partners increased its BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) stake by 15% in Q2 2026, buying an estimated $41.4K and bringing the position to 11,339 shares worth $329K. The position accounts for 0.08% of the portfolio, ranked #104.

Liberty Square Wealth Partners first reported a position in BUI in Q4 2024 and has held it in 7 quarters since. 82 funds tracked by Wall St. Rank hold BUI as of Q2 2026.

Liberty Square Wealth Partners held 11,339 shares of BlackRock Utilities, Infrastructure & Power Opportunities Trust worth $329K as of Q2 2026.
Liberty Square Wealth Partners bought 1,500 BlackRock Utilities, Infrastructure & Power Opportunities Trust shares in Q2 2026, an estimated $41.4K.
BlackRock Utilities, Infrastructure & Power Opportunities Trust made up 0.08% of Liberty Square Wealth Partners's portfolio in Q2 2026, its #104 holding.
Liberty Square Wealth Partners first reported a position in BlackRock Utilities, Infrastructure & Power Opportunities Trust in Q4 2024 and has held it in 7 quarters since.
82 funds tracked by Wall St. Rank held BlackRock Utilities, Infrastructure & Power Opportunities Trust as of Q2 2026.

Based on Liberty Square Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.