Pursuit Wealth Strategies’s BlackRock Utilities, Infrastructure & Power Opportunities Trust BUI Stock Holding History

Pursuit Wealth Strategies’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	$1.38M	Buy	52,447 +1,987	+4%	+$54.7K	1.92%	13
2025 Q4	$1.3M	Buy	+50,460	New	+$1.33M	1.82%	15

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

Pursuit Wealth Strategies's BUI Position: Q1 2026 in Review

Pursuit Wealth Strategies increased its BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) stake by 3.9% in Q1 2026, buying an estimated $54.7K and bringing the position to 52,447 shares worth $1.38M. The position accounts for 1.92% of the portfolio, ranked #13.

Pursuit Wealth Strategies first reported a position in BUI in Q4 2025 and has held it in 2 quarters since. 75 funds tracked by Wall St. Rank hold BUI as of Q1 2026.

Pursuit Wealth Strategies held 52,447 shares of BlackRock Utilities, Infrastructure & Power Opportunities Trust worth $1.38M as of Q1 2026.
Pursuit Wealth Strategies bought 1,987 BlackRock Utilities, Infrastructure & Power Opportunities Trust shares in Q1 2026, an estimated $54.7K.
BlackRock Utilities, Infrastructure & Power Opportunities Trust made up 1.92% of Pursuit Wealth Strategies's portfolio in Q1 2026, its #13 holding.
Pursuit Wealth Strategies first reported a position in BlackRock Utilities, Infrastructure & Power Opportunities Trust in Q4 2025 and has held it in 2 quarters since.
75 funds tracked by Wall St. Rank held BlackRock Utilities, Infrastructure & Power Opportunities Trust as of Q1 2026.

Based on Pursuit Wealth Strategies's 13F filing for Q1 2026, filed 15 May 2026.