Institute for Wealth Management’s Brookfield Infrastructure BIPC Stock Holding History

Institute for Wealth Management’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	$7.74K	Buy	+201	New	+$8.11K	﹤0.01%	1374

Other funds holding BIPC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Institute for Wealth Management's BIPC Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Brookfield Infrastructure (BIPC) in Q2 2026: 201 shares worth $7.74K. The stake represents ﹤0.01% of the portfolio and ranks #1374 among its holdings.

204 funds tracked by Wall St. Rank hold BIPC as of Q2 2026.

Institute for Wealth Management held 201 shares of Brookfield Infrastructure worth $7.74K as of Q2 2026.
Brookfield Infrastructure was a new Institute for Wealth Management position in Q2 2026.
Brookfield Infrastructure made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1374 holding.
204 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.