HHM Wealth Advisors’s Brookfield Infrastructure Partners BIP Stock Holding History

HHM Wealth Advisors’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	$126K	Sell	3,464 -99	-3%	-$3.7K	0.01%	262
2026 Q1	$129K	Sell	3,563 -199	-5%	-$7.3K	0.01%	233
2025 Q4	$131K	Sell	3,762 -525	-12%	-$18.3K	0.02%	236
2025 Q3	$141K	Hold	4,287	–	–	0.02%	244
2025 Q2	$144K	Hold	4,287	–	–	0.02%	244
2025 Q1	$128K	Sell	4,287 -180	-4%	-$5.64K	0.02%	238
2024 Q4	$142K	Sell	4,467 -150	-3%	-$5.12K	0.02%	222
2024 Q3	$162K	Sell	4,617 -1,420	-24%	-$44.6K	0.02%	201
2024 Q2	$166K	Buy	+6,037	New	+$172K	0.02%	193

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

HHM Wealth Advisors's BIP Position: Q2 2026 in Review

HHM Wealth Advisors reduced its Brookfield Infrastructure Partners (BIP) stake by 2.8% in Q2 2026, selling an estimated $3.7K and leaving 3,464 shares worth $126K. The position accounts for 0.01% of the portfolio, ranked #262.

HHM Wealth Advisors first reported a position in BIP in Q2 2024 and has held it in 9 quarters since. The position peaked at $166K in Q2 2024. 354 funds tracked by Wall St. Rank hold BIP as of Q2 2026.

HHM Wealth Advisors held 3,464 shares of Brookfield Infrastructure Partners worth $126K as of Q2 2026.
HHM Wealth Advisors sold 99 Brookfield Infrastructure Partners shares in Q2 2026, an estimated $3.7K.
Brookfield Infrastructure Partners made up 0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #262 holding.
HHM Wealth Advisors first reported a position in Brookfield Infrastructure Partners in Q2 2024 and has held it in 9 quarters since.
HHM Wealth Advisors's Brookfield Infrastructure Partners position peaked at $166K in Q2 2024.
354 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.