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Integrated Wealth Concepts’s Brookfield Infrastructure BIPC Stock Holding History

Integrated Wealth Concepts’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
Q1 		$690K Buy
+17,461
New +$801K 0.01% 1340
2025
Q4 		– Sell
-17,260
Closed -$710K – 1659
2025
Q3 		$710K Sell
17,260
-1,047
-6% -$42.4K 0.01% 1158
2025
Q2 		$762K Sell
18,307
-14,080
-43% -$542K 0.01% 1057
2025
Q1 		$1.17M Sell
32,387
-6,820
-17% -$268K 0.01% 765
2024
Q4 		$1.57M Sell
39,207
-1,658
-4% -$69.8K 0.02% 645
2024
Q3 		$1.77M Sell
40,865
-3,073
-7% -$119K 0.02% 581
2024
Q2 		$1.48M Sell
43,938
-1,565
-3% -$52.1K 0.02% 605
2024
Q1 		$1.64M Sell
45,503
-1,070
-2% -$37.4K 0.02% 579
2023
Q4 		$1.64M Buy
46,573
+4,215
+10% +$134K 0.03% 549
2023
Q3 		$1.5M Buy
42,358
+3,414
+9% +$141K 0.03% 546
2023
Q2 		$1.78M Sell
38,944
-272
-0.7% -$12.4K 0.03% 509
2023
Q1 		$1.81M Buy
+39,216
New +$1.71M 0.04% 447

Other funds holding BIPC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return