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Prevail Innovative Wealth Advisors’s Brookfield Infrastructure Partners BIP Stock Holding History

Prevail Innovative Wealth Advisors’s Portfolio BIP Stock Details BIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-21,440
Closed -$639K – 196
2025
Q1 		$639K Buy
+21,440
New +$672K 0.17% 136

Other funds holding BIP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Prevail Innovative Wealth Advisors's BIP Position: Q2 2025 in Review

Prevail Innovative Wealth Advisors sold out of Brookfield Infrastructure Partners (BIP) in Q2 2025, closing a stake of 21,440 shares — an estimated $639K sold.

Prevail Innovative Wealth Advisors first reported a position in BIP in Q1 2025 and held it in 1 quarter. The position peaked at $639K in Q1 2025. 327 funds tracked by Wall St. Rank hold BIP as of Q2 2025.

  • Prevail Innovative Wealth Advisors reported no remaining Brookfield Infrastructure Partners position as of Q2 2025 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 21,440 Brookfield Infrastructure Partners shares in Q2 2025, an estimated $639K.
  • Prevail Innovative Wealth Advisors first reported a position in Brookfield Infrastructure Partners in Q1 2025 and held it in 1 quarter.
  • Prevail Innovative Wealth Advisors's Brookfield Infrastructure Partners position peaked at $639K in Q1 2025.
  • 327 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q2 2025.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.