Optimum Investment Advisors’s Brookfield Infrastructure BIPC Stock Holding History

Optimum Investment 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
2025 Q3	$5.1K	Hold	124	–	–	﹤0.01%	542
2025 Q2	$5.16K	Hold	124	–	–	﹤0.01%	548
2025 Q1	$4.49K	Hold	124	–	–	﹤0.01%	566
2024 Q4	$4.96K	Hold	124	–	–	﹤0.01%	553
2024 Q3	$5.38K	Hold	124	–	–	﹤0.01%	567
2024 Q2	$4.17K	Hold	124	–	–	﹤0.01%	572
2024 Q1	$4.47K	Hold	124	–	–	﹤0.01%	572
2023 Q4	$4.38K	Hold	124	–	–	﹤0.01%	562
2023 Q3	$4.38K	Hold	124	–	–	﹤0.01%	612
2023 Q2	$5.65K	Hold	124	–	–	﹤0.01%	600
2023 Q1	$5.71K	Hold	124	–	–	﹤0.01%	613
2022 Q4	$4.82K	Hold	124	–	–	﹤0.01%	631
2022 Q3	$5K	Hold	124	–	–	﹤0.01%	647
2022 Q2	$5K	Sell	124 -1	-0.8%	-$47	﹤0.01%	669
2022 Q1	$6K	Hold	125	–	–	﹤0.01%	700
2021 Q4	$6K	Hold	125	–	–	﹤0.01%	715
2021 Q3	$5K	Hold	125	–	–	﹤0.01%	739
2021 Q2	$6K	Hold	125	–	–	﹤0.01%	798
2021 Q1	$6K	Hold	125	–	–	﹤0.01%	808
2020 Q4	$6K	Sell	125 -318	-72%	-$13.5K	﹤0.01%	766
2020 Q3	$16K	Buy	443 +2	+0.5%	+$67	0.01%	634
2020 Q2	$13K	Buy	441 +276	+167%	+$8.02K	﹤0.01%	657
2020 Q1	$4K	Buy	+165	New	+$3.58K	﹤0.01%	763

Other funds holding BIPC

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Optimum Investment Advisors's BIPC Position: Q3 2025 in Review

Optimum Investment Advisors held its Brookfield Infrastructure (BIPC) position steady in Q3 2025 at 124 shares worth $5.1K. The position accounts for ﹤0.01% of the portfolio, ranked #542.

Optimum Investment Advisors first reported a position in BIPC in Q1 2020 and has held it in 23 quarters since. The position peaked at $16K in Q3 2020. 350 funds tracked by Wall St. Rank hold BIPC as of Q3 2025.

Optimum Investment Advisors held 124 shares of Brookfield Infrastructure worth $5.1K as of Q3 2025.
Optimum Investment Advisors left its Brookfield Infrastructure share count unchanged in Q3 2025.
Brookfield Infrastructure made up ﹤0.01% of Optimum Investment Advisors's portfolio in Q3 2025, its #542 holding.
Optimum Investment Advisors first reported a position in Brookfield Infrastructure in Q1 2020 and has held it in 23 quarters since.
Optimum Investment Advisors's Brookfield Infrastructure position peaked at $16K in Q3 2020.
350 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.