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

StackStone Wealth’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
Q3 		$421K Buy
+16,898
New +$456K 0.04% 240

Other funds holding BUI

Prairie Wealth Advisors
Prairie Wealth Advisors Omaha, Nebraska $465M AUM 15% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Smith Asset Management
Smith Asset Management Chiefland, Florida $123M AUM 1.3% 1-Year Est. Return
PMG Family Office
PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
B. Riley Wealth Advisors
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Unique Wealth
Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return

StackStone Wealth's BUI Position: Q3 2026 in Review

StackStone Wealth opened a new position in BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) in Q3 2026: 16,898 shares worth $421K. The stake represents 0.04% of the portfolio and ranks #240 among its holdings.

19 funds tracked by Wall St. Rank hold BUI as of Q3 2026.

  • StackStone Wealth held 16,898 shares of BlackRock Utilities, Infrastructure & Power Opportunities Trust worth $421K as of Q3 2026.
  • BlackRock Utilities, Infrastructure & Power Opportunities Trust was a new StackStone Wealth position in Q3 2026.
  • BlackRock Utilities, Infrastructure & Power Opportunities Trust made up 0.04% of StackStone Wealth's portfolio in Q3 2026, its #240 holding.
  • 19 funds tracked by Wall St. Rank held BlackRock Utilities, Infrastructure & Power Opportunities Trust as of Q3 2026.

Based on StackStone Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.