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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Spire Wealth Management held its Brookfield Infrastructure (BIPC) position steady in Q2 2026 at 186 shares worth $7.16K. The position accounts for ﹤0.01% of the portfolio, ranked #1736.

Spire Wealth Management first reported a position in BIPC in Q1 2021 and has held it in 12 quarters since. The position peaked at $604K in Q1 2021. 393 funds tracked by Wall St. Rank hold BIPC as of Q2 2026.

Spire Wealth Management held 186 shares of Brookfield Infrastructure worth $7.16K as of Q2 2026.
Spire Wealth Management left its Brookfield Infrastructure share count unchanged in Q2 2026.
Brookfield Infrastructure made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1736 holding.
Spire Wealth Management first reported a position in Brookfield Infrastructure in Q1 2021 and has held it in 12 quarters since.
Spire Wealth Management's Brookfield Infrastructure position peaked at $604K in Q1 2021.
393 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q2 2026.

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