Ameritas Advisory Services’s Brookfield Infrastructure BIPC Stock Holding History

Ameritas Advisory Services’s Portfolio BIPC Stock Details BIPC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-5,843	Closed	-$240K	–	1046
2025 Q3	$240K	Buy	+5,843	New	+$237K	0.02%	570
2023 Q3	–	Sell	-6,267	Closed	-$286K	–	808
2023 Q2	$286K	Buy	6,267 +12	+0.2%	+$545	0.04%	416
2023 Q1	$288K	Sell	6,255 -5,655	-47%	-$246K	0.01%	653
2022 Q4	$463K	Buy	11,910 +5,675	+91%	+$241K	0.02%	556
2022 Q3	$254K	Buy	6,235 +1	+0%	+$46	0.02%	637
2022 Q2	$265K	Buy	6,234 +1,200	+24%	+$56.7K	0.02%	657
2022 Q1	$253K	Hold	5,034	–	–	0.01%	720
2021 Q4	$229K	Buy	+5,034	New	+$208K	0.01%	736

Other funds holding BIPC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Ameritas Advisory Services's BIPC Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Brookfield Infrastructure (BIPC) in Q4 2025, closing a stake of 5,843 shares — an estimated $240K sold.

Ameritas Advisory Services first reported a position in BIPC in Q4 2021 and held it in 8 quarters. The position peaked at $463K in Q4 2022. 373 funds tracked by Wall St. Rank hold BIPC as of Q4 2025.

Ameritas Advisory Services reported no remaining Brookfield Infrastructure position as of Q4 2025 after selling out during the quarter.
Ameritas Advisory Services sold 5,843 Brookfield Infrastructure shares in Q4 2025, an estimated $240K.
Ameritas Advisory Services first reported a position in Brookfield Infrastructure in Q4 2021 and held it in 8 quarters.
Ameritas Advisory Services's Brookfield Infrastructure position peaked at $463K in Q4 2022.
373 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.