Creative Financial Designs’s Brookfield Infrastructure BIPC Stock Holding History

Creative Financial Designs’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	-183	Closed	-$7.53K	–	2074
2025 Q3	$7.53K	Hold	183	–	–	﹤0.01%	1429
2025 Q2	$7.61K	Hold	183	–	–	﹤0.01%	1412
2025 Q1	$6.62K	Hold	183	–	–	﹤0.01%	1405
2024 Q4	$7.32K	Hold	183	–	–	﹤0.01%	1337
2024 Q3	$7.95K	Buy	+183	New	+$7.12K	﹤0.01%	1261
2024 Q2	–	Sell	-51	Closed	-$1.7K	–	1648
2024 Q1	$1.83K	Hold	51	–	–	﹤0.01%	1499
2023 Q4	$1.79K	Buy	+51	New	+$1.62K	﹤0.01%	1444
2023 Q1	–	Sell	-15	Closed	-$654	–	1402
2022 Q4	$584	Hold	15	–	–	﹤0.01%	1235
2022 Q3	$1K	Hold	15	–	–	﹤0.01%	1207
2022 Q2	$1K	Hold	15	–	–	﹤0.01%	1167
2022 Q1	$1K	Hold	15	–	–	﹤0.01%	1193
2021 Q4	$1K	Hold	15	–	–	﹤0.01%	1154
2021 Q3	$1K	Hold	15	–	–	﹤0.01%	1343
2021 Q2	$1K	Hold	15	–	–	﹤0.01%	1363
2021 Q1	$1K	Buy	+15	New	+$677	﹤0.01%	1249

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

Creative Financial Designs's BIPC Position: Q4 2025 in Review

Creative Financial Designs sold out of Brookfield Infrastructure (BIPC) in Q4 2025, closing a stake of 183 shares — an estimated $7.53K sold.

Creative Financial Designs first reported a position in BIPC in Q1 2021 and held it in 15 quarters. The position peaked at $7.95K in Q3 2024. 373 funds tracked by Wall St. Rank hold BIPC as of Q4 2025.

Creative Financial Designs reported no remaining Brookfield Infrastructure position as of Q4 2025 after selling out during the quarter.
Creative Financial Designs sold 183 Brookfield Infrastructure shares in Q4 2025, an estimated $7.53K.
Creative Financial Designs first reported a position in Brookfield Infrastructure in Q1 2021 and held it in 15 quarters.
Creative Financial Designs's Brookfield Infrastructure position peaked at $7.95K in Q3 2024.
373 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q4 2025.

Based on Creative Financial Designs's 13F filing for Q4 2025, filed 6 Feb 2026.