U.S. Capital Wealth Advisors’s BlackRock Utilities, Infrastructure & Power Opportunities Trust BUI Stock Holding History

U.S. Capital Wealth 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 Q1	–	Sell	-7,000	Closed	-$145K	–	765
2022 Q4	$145K	Buy	+7,000	New	+$145K	0.01%	669

Other funds holding BUI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

RJFSA

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

DWM

Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

NRI

NFP Retirement Inc Aliso Viejo, California $1.67B AUM 13.03% 1-Year Est. Return

U.S. Capital Wealth Advisors's BUI Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) in Q1 2023, closing a stake of 7,000 shares — an estimated $145K sold.

U.S. Capital Wealth Advisors first reported a position in BUI in Q4 2022 and held it in 1 quarter. The position peaked at $145K in Q4 2022. 53 funds tracked by Wall St. Rank hold BUI as of Q1 2023.

U.S. Capital Wealth Advisors reported no remaining BlackRock Utilities, Infrastructure & Power Opportunities Trust position as of Q1 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 7,000 BlackRock Utilities, Infrastructure & Power Opportunities Trust shares in Q1 2023, an estimated $145K.
U.S. Capital Wealth Advisors first reported a position in BlackRock Utilities, Infrastructure & Power Opportunities Trust in Q4 2022 and held it in 1 quarter.
U.S. Capital Wealth Advisors's BlackRock Utilities, Infrastructure & Power Opportunities Trust position peaked at $145K in Q4 2022.
53 funds tracked by Wall St. Rank held BlackRock Utilities, Infrastructure & Power Opportunities Trust as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.