Prospera Financial Services’s BlackRock Utilities, Infrastructure & Power Opportunities Trust BUI Stock Holding History

Prospera Financial Services’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
2022 Q2	–	Sell	-825	Closed	-$21K	–	1738
2022 Q1	$21K	Buy	+825	New	+$20.3K	﹤0.01%	1708
2020 Q4	–	Sell	-940	Closed	-$20K	–	789
2020 Q3	$20K	Buy	+940	New	+$20.3K	0.01%	892

Other funds holding BUI

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LWM

Loveless Wealth Management Billings, Montana $153M AUM 3.63% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

NRI

NFP Retirement Inc Aliso Viejo, California $1.67B AUM 13.03% 1-Year Est. Return

Prospera Financial Services's BUI Position: Q2 2022 in Review

Prospera Financial Services sold out of BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) in Q2 2022, closing a stake of 825 shares — an estimated $21K sold.

Prospera Financial Services first reported a position in BUI in Q3 2020 and held it in 2 quarters. The position peaked at $21K in Q1 2022. 51 funds tracked by Wall St. Rank hold BUI as of Q2 2022.

Prospera Financial Services reported no remaining BlackRock Utilities, Infrastructure & Power Opportunities Trust position as of Q2 2022 after selling out during the quarter.
Prospera Financial Services sold 825 BlackRock Utilities, Infrastructure & Power Opportunities Trust shares in Q2 2022, an estimated $21K.
Prospera Financial Services first reported a position in BlackRock Utilities, Infrastructure & Power Opportunities Trust in Q3 2020 and held it in 2 quarters.
Prospera Financial Services's BlackRock Utilities, Infrastructure & Power Opportunities Trust position peaked at $21K in Q1 2022.
51 funds tracked by Wall St. Rank held BlackRock Utilities, Infrastructure & Power Opportunities Trust as of Q2 2022.

Based on Prospera Financial Services's 13F filing for Q2 2022, filed 8 Aug 2022.