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Stratos Wealth Advisors’s Brookfield Infrastructure Partners BIP Stock Holding History

Stratos Wealth Advisors’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 		$292K Sell
7,996
-1,584
-17% -$59.2K 0.02% 507
2026
Q1 		$346K Buy
9,580
+22
+0.2% +$807 0.02% 454
2025
Q4 		$332K Buy
9,558
+21
+0.2% +$731 0.02% 508
2025
Q3 		$314K Buy
9,537
+21
+0.2% +$661 0.02% 543
2025
Q2 		$319K Sell
9,516
-1,005
-10% -$31.5K 0.02% 531
2025
Q1 		$313K Sell
10,521
-63
-0.6% -$1.98K 0.02% 541
2024
Q4 		$336K Sell
10,584
-1,286
-11% -$43.9K 0.02% 560
2024
Q3 		$416K Sell
11,870
-550
-4% -$17.3K 0.02% 540
2024
Q2 		$341K Buy
12,420
+1,062
+9% +$30.3K 0.02% 553
2024
Q1 		$354K Buy
+11,358
New +$345K 0.02% 528

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

Stratos Wealth Advisors's BIP Position: Q2 2026 in Review

Stratos Wealth Advisors reduced its Brookfield Infrastructure Partners (BIP) stake by 17% in Q2 2026, selling an estimated $59.2K and leaving 7,996 shares worth $292K. The position accounts for 0.02% of the portfolio, ranked #507.

Stratos Wealth Advisors first reported a position in BIP in Q1 2024 and has held it in 10 quarters since. The position peaked at $416K in Q3 2024. 354 funds tracked by Wall St. Rank hold BIP as of Q2 2026.

  • Stratos Wealth Advisors held 7,996 shares of Brookfield Infrastructure Partners worth $292K as of Q2 2026.
  • Stratos Wealth Advisors sold 1,584 Brookfield Infrastructure Partners shares in Q2 2026, an estimated $59.2K.
  • Brookfield Infrastructure Partners made up 0.02% of Stratos Wealth Advisors's portfolio in Q2 2026, its #507 holding.
  • Stratos Wealth Advisors first reported a position in Brookfield Infrastructure Partners in Q1 2024 and has held it in 10 quarters since.
  • Stratos Wealth Advisors's Brookfield Infrastructure Partners position peaked at $416K in Q3 2024.
  • 354 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q2 2026.

Based on Stratos Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.