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 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

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

Wealth Enhancement Advisory Services's BUI Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) stake by 39% in Q2 2026, buying an estimated $589K and bringing the position to 75,650 shares worth $2.14M. The position accounts for ﹤0.01% of the portfolio, ranked #1529.

Wealth Enhancement Advisory Services first reported a position in BUI in Q3 2023 and has held it in 12 quarters since. 82 funds tracked by Wall St. Rank hold BUI as of Q2 2026.

Wealth Enhancement Advisory Services held 75,650 shares of BlackRock Utilities, Infrastructure & Power Opportunities Trust worth $2.14M as of Q2 2026.
Wealth Enhancement Advisory Services bought 21,340 BlackRock Utilities, Infrastructure & Power Opportunities Trust shares in Q2 2026, an estimated $589K.
BlackRock Utilities, Infrastructure & Power Opportunities Trust made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1529 holding.
Wealth Enhancement Advisory Services first reported a position in BlackRock Utilities, Infrastructure & Power Opportunities Trust in Q3 2023 and has held it in 12 quarters since.
82 funds tracked by Wall St. Rank held BlackRock Utilities, Infrastructure & Power Opportunities Trust as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.