SeaCrest Wealth Management’s BlackRock Utilities, Infrastructure & Power Opportunities Trust BUI Stock Holding History

SeaCrest Wealth Management’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	$278K	Buy	9,597 +2	+0%	+$55	0.03%	434
2026 Q1	$253K	Buy	9,595 +3	+0%	+$83	0.03%	517
2025 Q4	$246K	Buy	9,592 +10	+0.1%	+$263	0.02%	519
2025 Q3	$260K	Buy	9,582 +202	+2%	+$5.35K	0.03%	507
2025 Q2	$242K	Buy	9,380 +3	+0%	+$71	0.03%	515
2025 Q1	$212K	Buy	9,377 +3	+0%	+$69	0.02%	601
2024 Q4	$220K	Buy	9,374 +603	+7%	+$14.2K	0.02%	597
2024 Q3	$218K	Buy	+8,771	New	+$202K	0.02%	588
2024 Q1	–	Sell	-9,521	Closed	-$210K	–	612
2023 Q4	$210K	Buy	+9,521	New	+$192K	0.03%	570
2023 Q3	–	Sell	-9,321	Closed	-$205K	–	625
2023 Q2	$205K	Buy	9,321 +323	+4%	+$7.36K	0.03%	572
2023 Q1	$216K	Buy	+8,998	New	+$200K	0.03%	563
2022 Q4	–	Sell	-12,221	Closed	-$245K	–	640
2022 Q3	$245K	Buy	12,221 +17	+0.1%	+$384	0.04%	484
2022 Q2	$267K	Sell	12,204 -3,302	-21%	-$74.7K	0.03%	506
2022 Q1	$394K	Buy	15,506 +5	+0%	+$123	0.05%	435
2021 Q4	$413K	Buy	15,501 +1,035	+7%	+$26.7K	0.05%	412
2021 Q3	$364K	Buy	14,466 +500	+4%	+$13K	0.04%	437
2021 Q2	$360K	Hold	13,966	–	–	0.04%	439
2021 Q1	$351K	Sell	13,966 -17,520	-56%	-$444K	0.05%	415
2020 Q4	$788K	Sell	31,486 -14,112	-31%	-$332K	0.11%	202
2020 Q3	$993K	Buy	+45,598	New	+$986K	0.16%	135
2019 Q2	–	Sell	-4,058	Closed	-$87K	–	697
2019 Q1	$87K	Hold	4,058	–	–	0.01%	745
2018 Q4	$80K	Sell	4,058 -1,000	-20%	-$19.5K	0.02%	736
2018 Q3	$105K	Hold	5,058	–	–	0.02%	725
2018 Q2	$101K	Buy	5,058 +1,000	+25%	+$19.9K	0.02%	717
2018 Q1	$80K	Hold	4,058	–	–	0.01%	776
2017 Q4	$88K	Buy	+4,058	New	+$85.9K	0.02%	758

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

SeaCrest Wealth Management's BUI Position: Q2 2026 in Review

SeaCrest Wealth Management increased its BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) stake by 0.02% in Q2 2026, buying an estimated $55 and bringing the position to 9,597 shares worth $278K. The position accounts for 0.03% of the portfolio, ranked #434.

SeaCrest Wealth Management first reported a position in BUI in Q4 2017 and has held it in 26 quarters since. The position peaked at $993K in Q3 2020. 82 funds tracked by Wall St. Rank hold BUI as of Q2 2026.

SeaCrest Wealth Management held 9,597 shares of BlackRock Utilities, Infrastructure & Power Opportunities Trust worth $278K as of Q2 2026.
SeaCrest Wealth Management bought 2 BlackRock Utilities, Infrastructure & Power Opportunities Trust shares in Q2 2026, an estimated $55.
BlackRock Utilities, Infrastructure & Power Opportunities Trust made up 0.03% of SeaCrest Wealth Management's portfolio in Q2 2026, its #434 holding.
SeaCrest Wealth Management first reported a position in BlackRock Utilities, Infrastructure & Power Opportunities Trust in Q4 2017 and has held it in 26 quarters since.
SeaCrest Wealth Management's BlackRock Utilities, Infrastructure & Power Opportunities Trust position peaked at $993K in Q3 2020.
82 funds tracked by Wall St. Rank held BlackRock Utilities, Infrastructure & Power Opportunities Trust as of Q2 2026.

Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.