Reitz Capital Advisors’s BlackRock Utilities, Infrastructure & Power Opportunities Trust BUI Stock Holding History

Reitz Capital Advisors’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
2023 Q3	–	Sell	-9,120	Closed	-$201K	–	52
2023 Q2	$201K	Buy	9,120 +300	+3%	+$6.83K	0.18%	43
2023 Q1	$212K	Buy	+8,820	New	+$196K	0.2%	49

Other funds holding BUI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RJFSA

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

DWM

Dakota Wealth Management Palm Beach Gardens, Florida $5.24B AUM 38.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NRI

NFP Retirement Inc Aliso Viejo, California $1.82B AUM 16.11% 1-Year Est. Return

Reitz Capital Advisors's BUI Position: Q3 2023 in Review

Reitz Capital Advisors sold out of BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) in Q3 2023, closing a stake of 9,120 shares — an estimated $201K sold.

Reitz Capital Advisors first reported a position in BUI in Q1 2023 and held it in 2 quarters. The position peaked at $212K in Q1 2023. 55 funds tracked by Wall St. Rank hold BUI as of Q3 2023.

Reitz Capital Advisors reported no remaining BlackRock Utilities, Infrastructure & Power Opportunities Trust position as of Q3 2023 after selling out during the quarter.
Reitz Capital Advisors sold 9,120 BlackRock Utilities, Infrastructure & Power Opportunities Trust shares in Q3 2023, an estimated $201K.
Reitz Capital Advisors first reported a position in BlackRock Utilities, Infrastructure & Power Opportunities Trust in Q1 2023 and held it in 2 quarters.
Reitz Capital Advisors's BlackRock Utilities, Infrastructure & Power Opportunities Trust position peaked at $212K in Q1 2023.
55 funds tracked by Wall St. Rank held BlackRock Utilities, Infrastructure & Power Opportunities Trust as of Q3 2023.

Based on Reitz Capital Advisors's 13F filing for Q3 2023, filed 16 Oct 2023.