WIM
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Westside Investment Management’s BlackRock Utilities, Infrastructure & Power Opportunities Trust BUI Stock Holding History

Westside Investment 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
Q1 		– Sell
-1,000
Closed -$25.7K – 1481
2025
Q4 		$25.7K Hold
1,000
– – ﹤0.01% 780
2025
Q3 		$26.2K Hold
1,000
– – ﹤0.01% 772
2025
Q2 		$25.8K Hold
1,000
– – ﹤0.01% 605
2025
Q1 		$22.6K Hold
1,000
– – ﹤0.01% 539
2024
Q4 		$23.4K Hold
1,000
– – ﹤0.01% 531
2024
Q3 		$24.8K Hold
1,000
– – 0.01% 530
2024
Q2 		$22.1K Hold
1,000
– – 0.01% 532
2024
Q1 		$21.6K Buy
1,000
+500
+100% +$10.6K 0.01% 509
2023
Q4 		$10.9K Hold
500
– – ﹤0.01% 581
2023
Q3 		$9.91K Buy
500
+100
+25% +$2.18K ﹤0.01% 582
2023
Q2 		$8.82K Buy
+400
New +$9.11K ﹤0.01% 612

Other funds holding BUI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
CCC
Cable Car Capital San Francisco, California $289M AUM 26.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
NRI
NFP Retirement Inc Aliso Viejo, California $1.67B AUM 13.03% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return