Creative Planning
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Creative Planning’s Brookfield Infrastructure BIPC Stock Holding History

Creative Planning’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
2026
Q2 		$1.15M Buy
29,770
+4,469
+18% +$180K ﹤0.01% 2532
2026
Q1 		$1,000K Sell
25,301
-1,381
-5% -$63.3K ﹤0.01% 2454
2025
Q4 		$1.21M Sell
26,682
-1,453
-5% -$65.8K ﹤0.01% 2133
2025
Q3 		$1.16M Buy
28,135
+555
+2% +$22.5K ﹤0.01% 1984
2025
Q2 		$1.15M Sell
27,580
-281
-1% -$10.8K ﹤0.01% 1734
2025
Q1 		$1.01M Sell
27,861
-2,482
-8% -$97.7K ﹤0.01% 1708
2024
Q4 		$1.21M Buy
30,343
+1,457
+5% +$61.3K ﹤0.01% 1492
2024
Q3 		$1.25M Buy
28,886
+2,226
+8% +$86.6K ﹤0.01% 1344
2024
Q2 		$897K Sell
26,660
-3,700
-12% -$123K ﹤0.01% 1487
2024
Q1 		$1.09M Buy
30,360
+2,918
+11% +$102K ﹤0.01% 1280
2023
Q4 		$968K Buy
27,442
+18,918
+222% +$602K ﹤0.01% 1248
2023
Q3 		$301K Sell
8,524
-1,141
-12% -$47.1K ﹤0.01% 1939
2023
Q2 		$441K Buy
9,665
+2,760
+40% +$125K ﹤0.01% 1644
2023
Q1 		$318K Buy
+6,905
New +$301K ﹤0.01% 1772
2022
Q4 		– Sell
-5,619
Closed -$229K – 2502
2022
Q3 		$229K Buy
5,619
+119
+2% +$5.48K ﹤0.01% 1820
2022
Q2 		$234K Sell
5,500
-2,159
-28% -$102K ﹤0.01% 1785
2022
Q1 		$385K Buy
7,659
+2,803
+58% +$128K ﹤0.01% 1478
2021
Q4 		$221K Sell
4,856
-267
-5% -$11.1K ﹤0.01% 1808
2021
Q3 		$204K Buy
5,123
+254
+5% +$11.1K ﹤0.01% 1849
2021
Q2 		$245K Sell
4,869
-144
-3% -$6.95K ﹤0.01% 1678
2021
Q1 		$255K Buy
5,013
+438
+10% +$19.8K ﹤0.01% 1899
2020
Q4 		$220K Buy
+4,575
New +$194K ﹤0.01% 1824

Other funds holding BIPC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Creative Planning's BIPC Position: Q2 2026 in Review

Creative Planning increased its Brookfield Infrastructure (BIPC) stake by 18% in Q2 2026, buying an estimated $180K and bringing the position to 29,770 shares worth $1.15M. The position accounts for ﹤0.01% of the portfolio, ranked #2532.

Creative Planning first reported a position in BIPC in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.25M in Q3 2024. 393 funds tracked by Wall St. Rank hold BIPC as of Q2 2026.

  • Creative Planning held 29,770 shares of Brookfield Infrastructure worth $1.15M as of Q2 2026.
  • Creative Planning bought 4,469 Brookfield Infrastructure shares in Q2 2026, an estimated $180K.
  • Brookfield Infrastructure made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2532 holding.
  • Creative Planning first reported a position in Brookfield Infrastructure in Q4 2020 and has held it in 22 quarters since.
  • Creative Planning's Brookfield Infrastructure position peaked at $1.25M in Q3 2024.
  • 393 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.