HWA
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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

FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
TI
TrueMark Investments Chicago, Illinois $798M AUM 25.52% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
CG
Castellan Group Louisville, Kentucky $912M AUM 55.71% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
IIM
Ipswich Investment Management Beverly, Massachusetts $474M AUM 35.58% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 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. 78 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.
  • 78 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.