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

Visionary 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
Q1 		$344K Sell
9,511
-300
-3% -$11K 0.02% 490
2025
Q4 		$341K Sell
9,811
-1,410
-13% -$49.1K 0.02% 472
2025
Q3 		$369K Sell
11,221
-150
-1% -$4.72K 0.02% 447
2025
Q2 		$381K Buy
11,371
+1,000
+10% +$31.4K 0.02% 413
2025
Q1 		$309K Hold
10,371
– – 0.02% 434
2024
Q4 		$330K Sell
10,371
-1,875
-15% -$64K 0.02% 424
2024
Q3 		$429K Sell
12,246
-840
-6% -$26.4K 0.03% 368
2024
Q2 		$359K Sell
13,086
-1,300
-9% -$37K 0.02% 386
2024
Q1 		$449K Buy
14,386
+850
+6% +$25.8K 0.03% 338
2023
Q4 		$426K Sell
13,536
-600
-4% -$16.2K 0.03% 341
2023
Q3 		$416K Buy
14,136
+334
+2% +$11.1K 0.03% 323
2023
Q2 		$504K Sell
13,802
-105
-0.8% -$3.74K 0.04% 294
2023
Q1 		$470K Sell
13,907
-1,640
-11% -$55.3K 0.04% 290
2022
Q4 		$482K Hold
15,547
– – 0.04% 243
2022
Q3 		$558K Sell
15,547
-124
-0.8% -$4.98K 0.06% 214
2022
Q2 		$599K Buy
15,671
+821
+6% +$33.7K 0.05% 219
2022
Q1 		$656K Sell
14,850
-1,133
-7% -$45.7K 0.05% 219
2021
Q4 		$649K Buy
15,983
+56
+0.4% +$2.16K 0.05% 200
2021
Q3 		$596K Sell
15,927
-482
-3% -$17.9K 0.06% 173
2021
Q2 		$607K Buy
16,409
+6
+0% +$217 0.06% 181
2021
Q1 		$584K Buy
16,403
+36
+0.2% +$1.25K 0.06% 185
2020
Q4 		$539K Buy
16,367
+120
+0.7% +$3.91K 0.06% 178
2020
Q3 		$516K Buy
16,247
+86
+0.5% +$2.53K 0.07% 154
2020
Q2 		$443K Buy
16,161
+24
+0.1% +$640 0.07% 153
2020
Q1 		$387K Sell
16,137
-2,642
-14% -$77.2K 0.07% 138
2019
Q4 		$559K Buy
+18,779
New +$563K 0.1% 126

Other funds holding BIP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Visionary Wealth Advisors's BIP Position: Q1 2026 in Review

Visionary Wealth Advisors reduced its Brookfield Infrastructure Partners (BIP) stake by 3.1% in Q1 2026, selling an estimated $11K and leaving 9,511 shares worth $344K. The position accounts for 0.02% of the portfolio, ranked #490.

Visionary Wealth Advisors first reported a position in BIP in Q4 2019 and has held it in 26 quarters since. The position peaked at $656K in Q1 2022. 350 funds tracked by Wall St. Rank hold BIP as of Q1 2026.

  • Visionary Wealth Advisors held 9,511 shares of Brookfield Infrastructure Partners worth $344K as of Q1 2026.
  • Visionary Wealth Advisors sold 300 Brookfield Infrastructure Partners shares in Q1 2026, an estimated $11K.
  • Brookfield Infrastructure Partners made up 0.02% of Visionary Wealth Advisors's portfolio in Q1 2026, its #490 holding.
  • Visionary Wealth Advisors first reported a position in Brookfield Infrastructure Partners in Q4 2019 and has held it in 26 quarters since.
  • Visionary Wealth Advisors's Brookfield Infrastructure Partners position peaked at $656K in Q1 2022.
  • 350 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.