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 Q3	$535	Hold	15	–	–	﹤0.01%	832
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

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return

Verity & Verity Beaufort, South Carolina $1.5B AUM 28.12% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Castellan Group Louisville, Kentucky $859M AUM 23.72% 1-Year Est. Return

Ipswich Investment Management Beverly, Massachusetts $468M AUM 31.71% 1-Year Est. Return

Weil Company San Diego, California $580M AUM 14.7% 1-Year Est. Return

Retirement Wealth Solutions's BIPC Position: Q3 2026 in Review

Retirement Wealth Solutions held its Brookfield Infrastructure (BIPC) position steady in Q3 2026 at 15 shares worth $535. The position accounts for ﹤0.01% of the portfolio, ranked #832.

Retirement Wealth Solutions first reported a position in BIPC in Q1 2025 and has held it in 7 quarters since. The position peaked at $17.4K in Q2 2025. 75 funds tracked by Wall St. Rank hold BIPC as of Q3 2026.

Retirement Wealth Solutions held 15 shares of Brookfield Infrastructure worth $535 as of Q3 2026.
Retirement Wealth Solutions left its Brookfield Infrastructure share count unchanged in Q3 2026.
Brookfield Infrastructure made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #832 holding.
Retirement Wealth Solutions first reported a position in Brookfield Infrastructure in Q1 2025 and has held it in 7 quarters since.
Retirement Wealth Solutions's Brookfield Infrastructure position peaked at $17.4K in Q2 2025.
75 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.