Spire Wealth Management’s Brookfield Infrastructure BIPC Stock Holding History

Spire Wealth Management’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	$7.16K	Hold	186	–	–	﹤0.01%	1736
2026 Q1	$7.35K	Sell	186 -28	-13%	-$1.28K	﹤0.01%	1725
2025 Q4	$9.72K	Hold	214	–	–	﹤0.01%	1710
2025 Q3	$8.8K	Sell	214 -30	-12%	-$1.22K	﹤0.01%	1794
2025 Q2	$10.2K	Hold	244	–	–	﹤0.01%	1715
2025 Q1	$8.83K	Sell	244 -47	-16%	-$1.85K	﹤0.01%	1868
2024 Q4	$11.6K	Buy	+291	New	+$12.3K	﹤0.01%	1799
2022 Q2	–	Sell	-1,953	Closed	-$98K	–	2664
2022 Q1	$98K	Sell	1,953 -819	-30%	-$37.4K	﹤0.01%	1168
2021 Q4	$126K	Buy	2,772 +1,572	+131%	+$65.1K	﹤0.01%	1306
2021 Q3	$48K	Sell	1,200 -501	-29%	-$21.9K	﹤0.01%	1487
2021 Q2	$86K	Sell	1,701 -10,178	-86%	-$491K	﹤0.01%	1238
2021 Q1	$604K	Buy	+11,879	New	+$536K	0.02%	604

Other funds holding BIPC

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

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

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

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

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

Pinnacle Wealth Management Group Plymouth, Michigan $214M AUM 20.07% 1-Year Est. Return

Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return