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HHM Wealth Advisors’s Brookfield Infrastructure BIPC Stock Holding History

HHM Wealth Advisors’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 		$616 Hold
16
– – ﹤0.01% 849
2026
Q1 		$633 Hold
16
– – ﹤0.01% 843
2025
Q4 		$727 Hold
16
– – ﹤0.01% 809
2025
Q3 		$658 Hold
16
– – ﹤0.01% 818
2025
Q2 		$666 Sell
16
-16
-50% -$616 ﹤0.01% 825
2025
Q1 		$1.16K Buy
+32
New +$1.26K ﹤0.01% 816
2024
Q4 		– Sell
-121
Closed -$5.26K – 1013
2024
Q3 		$5.26K Sell
121
-103
-46% -$4K ﹤0.01% 646
2024
Q2 		$7.54K Buy
+224
New +$7.46K ﹤0.01% 593

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 $3.38T AUM 44.17% 1-Year Est. Return

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

HHM Wealth Advisors held its Brookfield Infrastructure (BIPC) position steady in Q2 2026 at 16 shares worth $616. The position accounts for ﹤0.01% of the portfolio, ranked #849.

HHM Wealth Advisors first reported a position in BIPC in Q2 2024 and has held it in 8 quarters since. The position peaked at $7.54K in Q2 2024. 394 funds tracked by Wall St. Rank hold BIPC as of Q2 2026.

  • HHM Wealth Advisors held 16 shares of Brookfield Infrastructure worth $616 as of Q2 2026.
  • HHM Wealth Advisors left its Brookfield Infrastructure share count unchanged in Q2 2026.
  • Brookfield Infrastructure made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #849 holding.
  • HHM Wealth Advisors first reported a position in Brookfield Infrastructure in Q2 2024 and has held it in 8 quarters since.
  • HHM Wealth Advisors's Brookfield Infrastructure position peaked at $7.54K in Q2 2024.
  • 394 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q2 2026.

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