Wealth Enhancement Advisory Services
BUI icon

Wealth Enhancement Advisory Services’s BlackRock Utilities, Infrastructure & Power Opportunities Trust BUI Stock Holding History

Wealth Enhancement Advisory Services’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 		$1.68M Sell
65,992
-9,658
-13% -$261K ﹤0.01% 1796
2026
Q2 		$2.14M Buy
75,650
+21,340
+39% +$589K ﹤0.01% 1529
2026
Q1 		$1.43M Sell
54,310
-8,573
-14% -$236K ﹤0.01% 1575
2025
Q4 		$1.63M Buy
62,883
+13,136
+26% +$346K ﹤0.01% 1635
2025
Q3 		$1.36M Sell
49,747
-410
-0.8% -$10.9K ﹤0.01% 1678
2025
Q2 		$1.3M Buy
50,157
+3,947
+9% +$93.3K ﹤0.01% 1599
2025
Q1 		$1.05M Hold
46,210
– – ﹤0.01% 1576
2024
Q4 		$1.08M Buy
46,210
+1,800
+4% +$42.3K ﹤0.01% 1492
2024
Q3 		$1.1M Buy
44,410
+17,510
+65% +$404K ﹤0.01% 1341
2024
Q2 		$596K Buy
26,900
+1,475
+6% +$32.2K ﹤0.01% 1543
2024
Q1 		$548K Sell
25,425
-2,950
-10% -$62.6K ﹤0.01% 1527
2023
Q4 		$619K Buy
28,375
+3,350
+13% +$67.6K ﹤0.01% 1390
2023
Q3 		$496K Buy
+25,025
New +$546K ﹤0.01% 1425

Other funds holding BUI

Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 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
SWL
STACKSTONE WEALTH, LLC Dubuque, Iowa $1.01B AUM
Unique Wealth
Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return
SeaCrest Wealth Management
SeaCrest Wealth Management Purchase, New York $883M AUM 33.97% 1-Year Est. Return
Stronghold Wealth Management
Stronghold Wealth Management Tampa, Florida $72.4M AUM 15.8% 1-Year Est. Return

Wealth Enhancement Advisory Services's BUI Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) stake by 13% in Q3 2026, selling an estimated $261K and leaving 65,992 shares worth $1.68M. The position accounts for ﹤0.01% of the portfolio, ranked #1796.

Wealth Enhancement Advisory Services first reported a position in BUI in Q3 2023 and has held it in 13 quarters since. The position peaked at $2.14M in Q2 2026. 15 funds tracked by Wall St. Rank hold BUI as of Q3 2026.

  • Wealth Enhancement Advisory Services held 65,992 shares of BlackRock Utilities, Infrastructure & Power Opportunities Trust worth $1.68M as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 9,658 BlackRock Utilities, Infrastructure & Power Opportunities Trust shares in Q3 2026, an estimated $261K.
  • BlackRock Utilities, Infrastructure & Power Opportunities Trust made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1796 holding.
  • Wealth Enhancement Advisory Services first reported a position in BlackRock Utilities, Infrastructure & Power Opportunities Trust in Q3 2023 and has held it in 13 quarters since.
  • Wealth Enhancement Advisory Services's BlackRock Utilities, Infrastructure & Power Opportunities Trust position peaked at $2.14M in Q2 2026.
  • 15 funds tracked by Wall St. Rank held BlackRock Utilities, Infrastructure & Power Opportunities Trust as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.