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

Unique 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	$278K	Buy	+11,156	New	+$301K	0.03%	184

Other funds holding BUI

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SAM

Smith Asset Management Chiefland, Florida $123M AUM 1.3% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SWM

Stronghold Wealth Management Tampa, Florida $72.4M AUM 15.8% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

HNB

Hilltop National Bank Casper, Wyoming $465M AUM 31.11% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Unique Wealth's BUI Position: Q3 2026 in Review

Unique Wealth opened a new position in BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) in Q3 2026: 11,156 shares worth $278K. The stake represents 0.03% of the portfolio and ranks #184 among its holdings.

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

Unique Wealth held 11,156 shares of BlackRock Utilities, Infrastructure & Power Opportunities Trust worth $278K as of Q3 2026.
BlackRock Utilities, Infrastructure & Power Opportunities Trust was a new Unique Wealth position in Q3 2026.
BlackRock Utilities, Infrastructure & Power Opportunities Trust made up 0.03% of Unique Wealth's portfolio in Q3 2026, its #184 holding.
10 funds tracked by Wall St. Rank held BlackRock Utilities, Infrastructure & Power Opportunities Trust as of Q3 2026.

Based on Unique Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.