Avantax Planning Partners’s Brookfield Infrastructure Partners BIP Stock Holding History

Avantax Planning Partners’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 Q2	$627K	Hold	17,189	–	–	0.02%	256
2026 Q1	$621K	Hold	17,189	–	–	0.02%	248
2025 Q4	$597K	Hold	17,189	–	–	0.02%	242
2025 Q3	$565K	Hold	17,189	–	–	0.02%	252
2025 Q2	$576K	Hold	17,189	–	–	0.02%	248
2025 Q1	$512K	Hold	17,189	–	–	0.02%	256
2024 Q4	$546K	Sell	17,189 -540	-3%	-$18.4K	0.02%	246
2024 Q3	$621K	Hold	17,729	–	–	0.02%	227
2024 Q2	$486K	Hold	17,729	–	–	0.02%	290
2024 Q1	$553K	Hold	17,729	–	–	0.02%	281
2023 Q4	$558K	Hold	17,729	–	–	0.02%	224
2023 Q3	$521K	Buy	+17,729	New	+$587K	0.02%	221
2018 Q4	–	Sell	-605	Closed	-$14K	–	383
2018 Q3	$14K	Buy	+605	New	+$14.4K	﹤0.01%	784
2018 Q2	–	Sell	-773	Closed	-$19K	–	379
2018 Q1	$19K	Buy	+773	New	+$19.2K	﹤0.01%	785

Other funds holding BIP

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Avantax Planning Partners's BIP Position: Q2 2026 in Review

Avantax Planning Partners held its Brookfield Infrastructure Partners (BIP) position steady in Q2 2026 at 17,189 shares worth $627K. The position accounts for 0.02% of the portfolio, ranked #256.

Avantax Planning Partners first reported a position in BIP in Q1 2018 and has held it in 14 quarters since. 352 funds tracked by Wall St. Rank hold BIP as of Q2 2026.

Avantax Planning Partners held 17,189 shares of Brookfield Infrastructure Partners worth $627K as of Q2 2026.
Avantax Planning Partners left its Brookfield Infrastructure Partners share count unchanged in Q2 2026.
Brookfield Infrastructure Partners made up 0.02% of Avantax Planning Partners's portfolio in Q2 2026, its #256 holding.
Avantax Planning Partners first reported a position in Brookfield Infrastructure Partners in Q1 2018 and has held it in 14 quarters since.
352 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.