True Wealth Design’s Brookfield Infrastructure BIPC Stock Holding History

True Wealth Design’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	$2.08K	Sell	54 -74	-58%	-$2.98K	﹤0.01%	1675
2026 Q1	$5.06K	Buy	128 +82	+178%	+$3.76K	﹤0.01%	1203
2025 Q4	$2.09K	Buy	46 +30	+188%	+$1.36K	﹤0.01%	1432
2025 Q3	$658	Hold	16	–	–	﹤0.01%	1912
2025 Q2	$666	Hold	16	–	–	﹤0.01%	1627
2025 Q1	$580	Buy	+16	New	+$630	﹤0.01%	1488
2024 Q2	–	Sell	-3	Closed	-$109	–	785
2024 Q1	$109	Buy	3 +1	+50%	+$35	﹤0.01%	768
2023 Q4	$71	Hold	2	–	–	﹤0.01%	754
2023 Q3	$71	Hold	2	–	–	﹤0.01%	735
2023 Q2	$92	Hold	2	–	–	﹤0.01%	725
2023 Q1	$93	Hold	2	–	–	﹤0.01%	795
2022 Q4	$78	Buy	+2	New	+$85	﹤0.01%	753

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