Avantax Advisory Services’s Brookfield Infrastructure Partners BIP Stock Holding History

Avantax Advisory Services’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
2025 Q2	$271K	Sell	8,101 -145	-2%	-$4.55K	﹤0.01%	1993
2025 Q1	$246K	Buy	8,246 +150	+2%	+$4.7K	﹤0.01%	1966
2024 Q4	$257K	Buy	8,096 +602	+8%	+$20.5K	﹤0.01%	1888
2024 Q3	$263K	Buy	7,494 +2	+0%	+$63	﹤0.01%	1854
2024 Q2	$206K	Sell	7,492 -414	-5%	-$11.8K	﹤0.01%	1936
2024 Q1	$247K	Buy	+7,906	New	+$240K	﹤0.01%	1414
2023 Q3	–	Sell	-6,468	Closed	-$236K	–	1555
2023 Q2	$236K	Sell	6,468 -711	-10%	-$25.3K	﹤0.01%	1318
2023 Q1	$242K	Sell	7,179 -170	-2%	-$5.73K	﹤0.01%	1269
2022 Q4	$228K	Buy	7,349 +677	+10%	+$23.6K	﹤0.01%	1248
2022 Q3	$240K	Sell	6,672 -1,013	-13%	-$40.7K	﹤0.01%	1114
2022 Q2	$294K	Buy	+7,685	New	+$316K	﹤0.01%	1018
2021 Q3	–	Sell	-7,265	Closed	-$269K	–	1182
2021 Q2	$269K	Buy	7,265 +6	+0.1%	+$217	﹤0.01%	953
2021 Q1	$258K	Buy	7,259 +582	+9%	+$20.3K	0.01%	872
2020 Q4	$220K	Sell	6,677 -47,278	-88%	-$1.54M	0.01%	845
2020 Q3	$1.71M	Buy	+53,955	New	+$1.59M	0.03%	395
2020 Q1	–	Sell	-7,454	Closed	-$221K	–	806
2019 Q4	$221K	Buy	+7,454	New	+$223K	0.01%	746

Other funds holding BIP

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Avantax Advisory Services's BIP Position: Q2 2025 in Review

Avantax Advisory Services reduced its Brookfield Infrastructure Partners (BIP) stake by 1.8% in Q2 2025, selling an estimated $4.55K and leaving 8,101 shares worth $271K. The position accounts for ﹤0.01% of the portfolio, ranked #1993.

Avantax Advisory Services first reported a position in BIP in Q4 2019 and has held it in 16 quarters since. The position peaked at $1.71M in Q3 2020. 327 funds tracked by Wall St. Rank hold BIP as of Q2 2025.

Avantax Advisory Services held 8,101 shares of Brookfield Infrastructure Partners worth $271K as of Q2 2025.
Avantax Advisory Services sold 145 Brookfield Infrastructure Partners shares in Q2 2025, an estimated $4.55K.
Brookfield Infrastructure Partners made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1993 holding.
Avantax Advisory Services first reported a position in Brookfield Infrastructure Partners in Q4 2019 and has held it in 16 quarters since.
Avantax Advisory Services's Brookfield Infrastructure Partners position peaked at $1.71M in Q3 2020.
327 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.