Sigma Planning Corp’s BlackRock Utilities, Infrastructure & Power Opportunities Trust BUI Stock Holding History

Sigma Planning Corp’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
2025 Q3	–	Sell	-9,350	Closed	-$241K	–	1300
2025 Q2	$241K	Hold	9,350	–	–	0.01%	1083
2025 Q1	$212K	Hold	9,350	–	–	0.01%	1105
2024 Q4	$219K	Buy	9,350 +250	+3%	+$5.88K	0.01%	1054
2024 Q3	$226K	Sell	9,100 -1,020	-10%	-$23.5K	0.01%	1082
2024 Q2	$224K	Hold	10,120	–	–	0.01%	1034
2024 Q1	$218K	Buy	+10,120	New	+$215K	0.01%	1100
2023 Q4	–	Sell	-10,120	Closed	-$201K	–	888
2023 Q3	$201K	Hold	10,120	–	–	0.01%	1092
2023 Q2	$223K	Buy	10,120 +1,020	+11%	+$23.2K	0.01%	1057
2023 Q1	$218K	Buy	+9,100	New	+$202K	0.01%	1142
2022 Q2	–	Sell	-9,000	Closed	-$229K	–	1313
2022 Q1	$229K	Hold	9,000	–	–	0.01%	1179
2021 Q4	$240K	Sell	9,000 -75	-0.8%	-$1.93K	0.01%	1194
2021 Q3	$228K	Hold	9,075	–	–	0.01%	1195
2021 Q2	$234K	Buy	9,075 +75	+0.8%	+$1.96K	0.01%	1208
2021 Q1	$226K	Hold	9,000	–	–	0.01%	1141
2020 Q4	$225K	Buy	+9,000	New	+$212K	0.01%	1043
2020 Q1	–	Sell	-9,000	Closed	-$201K	–	936
2019 Q4	$201K	Hold	9,000	–	–	0.01%	962
2019 Q3	$220K	Buy	+9,000	New	+$210K	0.01%	884

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

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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Sigma Planning Corp's BUI Position: Q3 2025 in Review

Sigma Planning Corp sold out of BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) in Q3 2025, closing a stake of 9,350 shares — an estimated $241K sold.

Sigma Planning Corp first reported a position in BUI in Q3 2019 and held it in 17 quarters. The position peaked at $241K in Q2 2025. 62 funds tracked by Wall St. Rank hold BUI as of Q3 2025.

Sigma Planning Corp reported no remaining BlackRock Utilities, Infrastructure & Power Opportunities Trust position as of Q3 2025 after selling out during the quarter.
Sigma Planning Corp sold 9,350 BlackRock Utilities, Infrastructure & Power Opportunities Trust shares in Q3 2025, an estimated $241K.
Sigma Planning Corp first reported a position in BlackRock Utilities, Infrastructure & Power Opportunities Trust in Q3 2019 and held it in 17 quarters.
Sigma Planning Corp's BlackRock Utilities, Infrastructure & Power Opportunities Trust position peaked at $241K in Q2 2025.
62 funds tracked by Wall St. Rank held BlackRock Utilities, Infrastructure & Power Opportunities Trust as of Q3 2025.

Based on Sigma Planning Corp's 13F filing for Q3 2025, filed 10 Nov 2025.