Wealthspire Retirement, LLC
PensionPosition in BUI — BlackRock Utilities, Infrastructure & Power Opportunities Trust
CIK 2040084
ALISO VIEJO, CA
Position in BUI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,737,097
+$454,740 QoQ
Shares Held
128,821
+3.5% QoQ
Ownership
0.485%
of shares outstanding
% of Portfolio
1.32%
of 13F equity value
Holder Rank
#9
of 83 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BUI Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Wealthspire Retirement, LLC holds $15,759,358 across 9 Asset Management names. BUI ranks #2 (23.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CII |
BlackRock Enhanced Large Cap Core Fund, Inc.
|
204,940 | $5,359,181 | |
| 2 | BUI |
BlackRock Utilities, Infrastructure & Power Opportunities Trust
This page
|
128,821 | $3,737,097 | |
| 3 | BST |
BlackRock Science & Technology Trust
|
67,442 | $3,419,983 | |
| 4 | BME |
BlackRock Health Sciences Trust
|
51,434 | $2,209,090 | |
| 5 | BDJ |
BlackRock Enhanced Equity Dividend Trust
|
27,956 | $267,538 | |
| 6 | KKR |
KKR & Co. Inc.
|
2,613 | $239,821 | |
| 7 | PHYS |
Sprott Physical Gold Trust
|
7,079 | $213,573 | |
| 8 | DNP |
Dnp Select Income Fund Inc
|
16,558 | $178,660 |
All Filings in BUI
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,737,097 | 128,821 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,282,357 | 124,426 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,138,059 | 122,151 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $3,041,398 | 116,217 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $2,922,702 | 113,503 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,503,081 | 110,609 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,536,039 | 108,239 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,641,167 | 106,370 | Shares | Sole | 2025-02-13 | |
| 2024-06-30 | $2,274,716 | 102,696 | Shares | Sole | 2025-02-13 | |
| 2024-03-31 | $2,207,452 | 102,339 | Shares | Sole | 2025-02-13 | |
| 2023-12-31 | $2,073,532 | 95,029 | Shares | Sole | 2025-02-13 | |
| 2023-09-30 | $1,767,923 | 89,154 | Shares | Sole | 2025-02-13 | |
| 2023-06-30 | $1,701,840 | 77,216 | Shares | Sole | 2025-02-13 | |
| 2023-03-31 | $1,826,556 | 76,170 | Shares | Sole | 2025-02-13 | |
| 2022-12-31 | $1,518,515 | 73,111 | Shares | Sole | 2025-02-13 | |
| 2022-09-30 | $1,576,555 | 78,592 | Shares | Sole | 2025-02-13 | |
| 2022-06-30 | $1,226,724 | 56,066 | Shares | Sole | 2025-02-13 | |
| 2022-03-31 | $2,080,418 | 81,874 | Shares | Sole | 2025-02-13 | |
| 2021-12-31 | $1,937,297 | 72,776 | Shares | Sole | 2025-02-13 | |
| 2021-09-30 | $1,900,431 | 75,624 | Shares | Sole | 2025-02-13 | |
| 2021-06-30 | $1,932,666 | 75,055 | Shares | Sole | 2025-02-13 | |
| 2021-03-31 | $1,486,176 | 59,069 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||