Avantax Advisory Services’s Brookfield Infrastructure BIPC Stock Holding History

Avantax 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 Q2	$1.23M	Sell	29,629 -14,483	-33%	-$558K	0.01%	1034
2025 Q1	$1.6M	Buy	44,112 +49	+0.1%	+$1.93K	0.01%	861
2024 Q4	$1.76M	Sell	44,063 -118	-0.3%	-$4.97K	0.01%	772
2024 Q3	$1.92M	Buy	44,181 +1,104	+3%	+$42.9K	0.01%	716
2024 Q2	$1.45M	Buy	43,077 +15,446	+56%	+$514K	0.01%	796
2024 Q1	$996K	Buy	+27,631	New	+$967K	0.01%	749
2023 Q4	–	Sell	-14,723	Closed	-$520K	–	1581
2023 Q3	$520K	Buy	+14,723	New	+$608K	0.01%	930
2020 Q4	–	Sell	-8,022	Closed	-$303K	–	971
2020 Q3	$303K	Buy	+8,022	New	+$267K	﹤0.01%	1016

Other funds holding BIPC

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

BlackRock New York $5.72T AUM 30.48% 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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Avantax Advisory Services reduced its Brookfield Infrastructure (BIPC) stake by 33% in Q2 2025, selling an estimated $558K and leaving 29,629 shares worth $1.23M. The position accounts for 0.01% of the portfolio, ranked #1034.

Avantax Advisory Services first reported a position in BIPC in Q3 2020 and has held it in 8 quarters since. The position peaked at $1.92M in Q3 2024. 362 funds tracked by Wall St. Rank hold BIPC as of Q2 2025.

Avantax Advisory Services held 29,629 shares of Brookfield Infrastructure worth $1.23M as of Q2 2025.
Avantax Advisory Services sold 14,483 Brookfield Infrastructure shares in Q2 2025, an estimated $558K.
Brookfield Infrastructure made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1034 holding.
Avantax Advisory Services first reported a position in Brookfield Infrastructure in Q3 2020 and has held it in 8 quarters since.
Avantax Advisory Services's Brookfield Infrastructure position peaked at $1.92M in Q3 2024.
362 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q2 2025.

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