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

Winch 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	$19.7K	Buy	678 +10	+1%	+$276	﹤0.01%	262
2026 Q1	$17.6K	Buy	668 +10	+2%	+$275	﹤0.01%	256
2025 Q4	$16.9K	Buy	658 +34	+5%	+$895	﹤0.01%	258
2025 Q3	$16.3K	Buy	624 +10	+2%	+$265	﹤0.01%	256
2025 Q2	$15.8K	Buy	614 +10	+2%	+$236	﹤0.01%	249
2025 Q1	$13.7K	Buy	604 +11	+2%	+$253	﹤0.01%	255
2024 Q4	$13.9K	Buy	593 +9	+2%	+$212	﹤0.01%	262
2024 Q3	$14.5K	Buy	584 +9	+2%	+$208	﹤0.01%	234
2024 Q2	$12.7K	Buy	575 +9	+2%	+$197	﹤0.01%	240
2024 Q1	$12.2K	Buy	566 +10	+2%	+$212	﹤0.01%	240
2023 Q4	$12.1K	Buy	556 +10	+2%	+$202	﹤0.01%	244
2023 Q3	$11K	Buy	546 +9	+2%	+$196	﹤0.01%	241
2023 Q2	$12K	Buy	537 +9	+2%	+$205	﹤0.01%	233
2023 Q1	$13K	Buy	528 +8	+2%	+$178	0.01%	225
2022 Q4	$11K	Buy	+520	New	+$10.8K	﹤0.01%	229
2022 Q3	–	Sell	-503	Closed	-$11K	–	401
2022 Q2	$11K	Buy	+503	New	+$11.4K	﹤0.01%	219

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

Winch Advisory Services's BUI Position: Q2 2026 in Review

Winch Advisory Services increased its BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) stake by 1.5% in Q2 2026, buying an estimated $276 and bringing the position to 678 shares worth $19.7K. The position accounts for ﹤0.01% of the portfolio, ranked #262.

Winch Advisory Services first reported a position in BUI in Q2 2022 and has held it in 16 quarters since. 82 funds tracked by Wall St. Rank hold BUI as of Q2 2026.

Winch Advisory Services held 678 shares of BlackRock Utilities, Infrastructure & Power Opportunities Trust worth $19.7K as of Q2 2026.
Winch Advisory Services bought 10 BlackRock Utilities, Infrastructure & Power Opportunities Trust shares in Q2 2026, an estimated $276.
BlackRock Utilities, Infrastructure & Power Opportunities Trust made up ﹤0.01% of Winch Advisory Services's portfolio in Q2 2026, its #262 holding.
Winch Advisory Services first reported a position in BlackRock Utilities, Infrastructure & Power Opportunities Trust in Q2 2022 and has held it in 16 quarters since.
82 funds tracked by Wall St. Rank held BlackRock Utilities, Infrastructure & Power Opportunities Trust as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.