Retirement Wealth Solutions’s Brookfield Infrastructure BIPC Stock Holding History

Retirement Wealth Solutions’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	$578	Hold	15	–	–	﹤0.01%	719
2026 Q1	$593	Sell	15 -6	-29%	-$275	﹤0.01%	705
2025 Q4	$954	Hold	21	–	–	﹤0.01%	592
2025 Q3	$864	Sell	21 -397	-95%	-$16.1K	﹤0.01%	589
2025 Q2	$17.4K	Hold	418	–	–	0.01%	164
2025 Q1	$15.1K	Buy	+418	New	+$16.5K	0.01%	166

Other funds holding BIPC

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

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

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

VIP

Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return

BFS

Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Pacifica Partners Surrey, Canada $332M AUM 59.28% 1-Year Est. Return

Retirement Wealth Solutions's BIPC Position: Q2 2026 in Review

Retirement Wealth Solutions held its Brookfield Infrastructure (BIPC) position steady in Q2 2026 at 15 shares worth $578. The position accounts for ﹤0.01% of the portfolio, ranked #719.

Retirement Wealth Solutions first reported a position in BIPC in Q1 2025 and has held it in 6 quarters since. The position peaked at $17.4K in Q2 2025. 36 funds tracked by Wall St. Rank hold BIPC as of Q2 2026.

Retirement Wealth Solutions held 15 shares of Brookfield Infrastructure worth $578 as of Q2 2026.
Retirement Wealth Solutions left its Brookfield Infrastructure share count unchanged in Q2 2026.
Brookfield Infrastructure made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #719 holding.
Retirement Wealth Solutions first reported a position in Brookfield Infrastructure in Q1 2025 and has held it in 6 quarters since.
Retirement Wealth Solutions's Brookfield Infrastructure position peaked at $17.4K in Q2 2025.
36 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.