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

Stronghold 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	$246K	Sell	8,477 -184	-2%	-$5.08K	0.33%	96
2026 Q1	$228K	Sell	8,661 -77	-0.9%	-$2.12K	0.35%	97
2025 Q4	$224K	Buy	+8,738	New	+$230K	0.33%	98

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

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

Stronghold Wealth Management reduced its BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) stake by 2.1% in Q2 2026, selling an estimated $5.08K and leaving 8,477 shares worth $246K. The position accounts for 0.33% of the portfolio, ranked #96.

Stronghold Wealth Management first reported a position in BUI in Q4 2025 and has held it in 3 quarters since. 82 funds tracked by Wall St. Rank hold BUI as of Q2 2026.

Stronghold Wealth Management held 8,477 shares of BlackRock Utilities, Infrastructure & Power Opportunities Trust worth $246K as of Q2 2026.
Stronghold Wealth Management sold 184 BlackRock Utilities, Infrastructure & Power Opportunities Trust shares in Q2 2026, an estimated $5.08K.
BlackRock Utilities, Infrastructure & Power Opportunities Trust made up 0.33% of Stronghold Wealth Management's portfolio in Q2 2026, its #96 holding.
Stronghold Wealth Management first reported a position in BlackRock Utilities, Infrastructure & Power Opportunities Trust in Q4 2025 and has held it in 3 quarters since.
82 funds tracked by Wall St. Rank held BlackRock Utilities, Infrastructure & Power Opportunities Trust as of Q2 2026.

Based on Stronghold Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.