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Apollon Wealth Management’s Brookfield Infrastructure Partners BIP Stock Holding History

Apollon Wealth Management’s Portfolio BIP Stock Details BIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.49M Sell
41,305
-3,954
-9% -$145K 0.02% 461
2025
Q4 		$1.57M Buy
45,259
+141
+0.3% +$4.91K 0.03% 426
2025
Q3 		$1.48M Buy
45,118
+4,576
+11% +$144K 0.03% 458
2025
Q2 		$1.36M Buy
40,542
+16,145
+66% +$506K 0.03% 461
2025
Q1 		$727K Buy
24,397
+12,402
+103% +$389K 0.02% 603
2024
Q4 		$381K Sell
11,995
-4,276
-26% -$146K 0.01% 850
2024
Q3 		$570K Sell
16,271
-8,190
-33% -$257K 0.02% 661
2024
Q2 		$671K Buy
24,461
+1,323
+6% +$37.7K 0.02% 584
2024
Q1 		$722K Buy
23,138
+33
+0.1% +$1K 0.02% 565
2023
Q4 		$728K Buy
23,105
+11,911
+106% +$322K 0.03% 554
2023
Q3 		$329K Sell
11,194
-83
-0.7% -$2.75K 0.02% 674
2023
Q2 		$412K Buy
11,277
+92
+0.8% +$3.28K 0.02% 655
2023
Q1 		$378K Buy
11,185
+8
+0.1% +$270 0.02% 609
2022
Q4 		$346K Sell
11,177
-1,139
-9% -$39.8K 0.02% 623
2022
Q3 		$442K Buy
12,316
+1,153
+10% +$46.3K 0.04% 487
2022
Q2 		$427K Sell
11,163
-275
-2% -$11.3K 0.04% 466
2022
Q1 		$505K Buy
11,438
+2
+0% +$81 0.04% 458
2021
Q4 		$464K Buy
11,436
+4
+0% +$154 0.03% 474
2021
Q3 		$428K Buy
11,432
+242
+2% +$8.99K 0.06% 297
2021
Q2 		$414K Sell
11,190
-146
-1% -$5.28K 0.07% 237
2021
Q1 		$402K Buy
+11,336
New +$395K 0.08% 225
2020
Q4 		– Sell
-11,276
Closed -$358K – 207
2020
Q3 		$358K Buy
11,276
+7,166
+174% +$211K 0.16% 104
2020
Q2 		$113K Buy
+4,110
New +$110K 0.06% 162

Other funds holding BIP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Apollon Wealth Management's BIP Position: Q1 2026 in Review

Apollon Wealth Management reduced its Brookfield Infrastructure Partners (BIP) stake by 8.7% in Q1 2026, selling an estimated $145K and leaving 41,305 shares worth $1.49M. The position accounts for 0.02% of the portfolio, ranked #461.

Apollon Wealth Management first reported a position in BIP in Q2 2020 and has held it in 23 quarters since. The position peaked at $1.57M in Q4 2025. 350 funds tracked by Wall St. Rank hold BIP as of Q1 2026.

  • Apollon Wealth Management held 41,305 shares of Brookfield Infrastructure Partners worth $1.49M as of Q1 2026.
  • Apollon Wealth Management sold 3,954 Brookfield Infrastructure Partners shares in Q1 2026, an estimated $145K.
  • Brookfield Infrastructure Partners made up 0.02% of Apollon Wealth Management's portfolio in Q1 2026, its #461 holding.
  • Apollon Wealth Management first reported a position in Brookfield Infrastructure Partners in Q2 2020 and has held it in 23 quarters since.
  • Apollon Wealth Management's Brookfield Infrastructure Partners position peaked at $1.57M in Q4 2025.
  • 350 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.