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Spire Wealth Management’s Brookfield Infrastructure Partners BIP Stock Holding History

Spire Wealth Management’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
2026
Q2 		$20.9K Buy
572
+7
+1% +$262 ﹤0.01% 1431
2026
Q1 		$20.4K Buy
565
+7
+1% +$257 ﹤0.01% 1414
2025
Q4 		$19.4K Buy
558
+7
+1% +$244 ﹤0.01% 1493
2025
Q3 		$18.1K Buy
551
+7
+1% +$220 ﹤0.01% 1558
2025
Q2 		$18.2K Buy
544
+14
+3% +$439 ﹤0.01% 1544
2025
Q1 		$15.8K Sell
530
-2,466
-82% -$77.3K ﹤0.01% 1689
2024
Q4 		$95.2K Sell
2,996
-125
-4% -$4.26K ﹤0.01% 1049
2024
Q3 		$109K Buy
3,121
+199
+7% +$6.25K ﹤0.01% 886
2024
Q2 		$80.2K Buy
2,922
+35
+1% +$997 ﹤0.01% 964
2024
Q1 		$90.1K Sell
2,887
-223
-7% -$6.76K ﹤0.01% 1017
2023
Q4 		$96.3K Sell
3,110
-373
-11% -$10.1K ﹤0.01% 1004
2023
Q3 		$102K Sell
3,483
-20
-0.6% -$662 ﹤0.01% 946
2023
Q2 		$128K Sell
3,503
-24
-0.7% -$856 ﹤0.01% 891
2023
Q1 		$119K Buy
3,527
+37
+1% +$1.25K ﹤0.01% 909
2022
Q4 		$108K Buy
3,490
+9
+0.3% +$314 0.01% 713
2022
Q3 		$125K Buy
3,481
+28
+0.8% +$1.12K 0.01% 640
2022
Q2 		$132K Sell
3,453
-68
-2% -$2.79K 0.01% 925
2022
Q1 		$155K Sell
3,521
-7,603
-68% -$307K ﹤0.01% 994
2021
Q4 		$451K Buy
11,124
+7,498
+207% +$290K 0.01% 739
2021
Q3 		$136K Buy
3,626
+26
+0.7% +$966 ﹤0.01% 1073
2021
Q2 		$133K Sell
3,600
-9,693
-73% -$350K ﹤0.01% 1086
2021
Q1 		$472K Buy
+13,293
New +$463K 0.01% 686

Other funds holding BIP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Spire Wealth Management's BIP Position: Q2 2026 in Review

Spire Wealth Management increased its Brookfield Infrastructure Partners (BIP) stake by 1.2% in Q2 2026, buying an estimated $262 and bringing the position to 572 shares worth $20.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1431.

Spire Wealth Management first reported a position in BIP in Q1 2021 and has held it in 22 quarters since. The position peaked at $472K in Q1 2021. 352 funds tracked by Wall St. Rank hold BIP as of Q2 2026.

  • Spire Wealth Management held 572 shares of Brookfield Infrastructure Partners worth $20.9K as of Q2 2026.
  • Spire Wealth Management bought 7 Brookfield Infrastructure Partners shares in Q2 2026, an estimated $262.
  • Brookfield Infrastructure Partners made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1431 holding.
  • Spire Wealth Management first reported a position in Brookfield Infrastructure Partners in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Brookfield Infrastructure Partners position peaked at $472K in Q1 2021.
  • 352 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.