Winch Advisory Services, LLC

Position in BUI — BlackRock Utilities, Infrastructure & Power Opportunities Trust

CIK 1585822 Appleton, WI

Position in BUI

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$19,668

+$2,047 QoQ

Shares Held

678

+1.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#78

of 83 holders

Holding Since

Jun 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Winch Advisory Services, LLC holds $232,039 across 9 Asset Management names. BUI ranks #6 (8.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PFG	Principal Financial Group Inc	564	$60,787
2	BLK	BlackRock, Inc.	41	$39,423
3	FAX	Abrdn Asia-Pacific Income Fund, Inc.	2,328	$34,244
4	MAIN	Main Street Capital CORP	606	$31,439
5	NTRS	Northern Trust Corp	126	$21,903
6	BUI	BlackRock Utilities, Infrastructure & Power Opportunities Trust This page	678	$19,668
7	BX	Blackstone Inc.	96	$11,296
8	AMP	Ameriprise Financial Inc	23	$10,551

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$19,668	678	+1.5%	Shares	Sole	2026-08-06
2026-03-31	$17,621	668	+1.5%	Shares	Sole	2026-04-30
2025-12-31	$16,904	658	+5.4%	Shares	Sole	2026-02-03
2025-09-30	$16,330	624	+1.6%	Shares	Sole	2025-11-12
2025-06-30	$15,810	614	+1.7%	Shares	Sole	2025-08-07
2025-03-31	$13,668	604	+1.9%	Shares	Sole	2025-05-06
2024-12-31	$13,893	593	+1.5%	Shares	Sole	2025-01-14
2024-09-30	$14,500	584	+1.6%	Shares	Sole	2024-10-21
2024-06-30	$12,736	575	+1.6%	Shares	Sole	2024-07-31
2024-03-31	$12,208	566	+1.8%	Shares	Sole	2024-05-14
2023-12-31	$12,131	556	+1.8%	Shares	Sole	2024-01-18
2023-09-30	$10,827	546	+1.7%	Shares	Sole	2023-11-06
2023-06-30	$11,835	537	+1.7%	Shares	Sole	2023-08-08
2023-03-31	$12,661	528	+1.5%	Shares	Sole	2023-05-10
2022-12-31	$10,800	520	+3.4%	Shares	Sole	2023-01-26
2022-06-30	$11,005	503	—	Shares	Sole	2022-08-12
No filing history on record for this holder in this stock.