Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Brookfield Infrastructure Partners BIP Stock Holding History

Wealth Enhancement Advisory Services’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 		$771K Buy
20,488
+1,440
+8% +$53.8K ﹤0.01% 2290
2026
Q1 		$695K Sell
19,048
-6,141
-24% -$225K ﹤0.01% 2066
2025
Q4 		$867K Buy
25,189
+500
+2% +$17.4K ﹤0.01% 2054
2025
Q3 		$855K Buy
24,689
+2,240
+10% +$70.5K ﹤0.01% 1966
2025
Q2 		$765K Buy
22,449
+1,347
+6% +$42.2K ﹤0.01% 1910
2025
Q1 		$629K Buy
21,102
+4,667
+28% +$146K ﹤0.01% 1883
2024
Q4 		$522K Sell
16,435
-675
-4% -$23K ﹤0.01% 1962
2024
Q3 		$600K Buy
17,110
+1,173
+7% +$36.9K ﹤0.01% 1698
2024
Q2 		$437K Sell
15,937
-2,356
-13% -$67.1K ﹤0.01% 1727
2024
Q1 		$571K Sell
18,293
-300
-2% -$9.1K ﹤0.01% 1500
2023
Q4 		$585K Buy
18,593
+3,907
+27% +$106K ﹤0.01% 1418
2023
Q3 		$432K Buy
+14,686
New +$486K ﹤0.01% 1514

Other funds holding BIP

IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BFS
Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
WPEP
Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return
HA
Herold Advisors New York $506M AUM 26.75% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return
HG
Herbst Group Westport, Connecticut $183M AUM 40.22% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return

Wealth Enhancement Advisory Services's BIP Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Brookfield Infrastructure Partners (BIP) stake by 7.6% in Q2 2026, buying an estimated $53.8K and bringing the position to 20,488 shares worth $771K. The position accounts for ﹤0.01% of the portfolio, ranked #2290.

Wealth Enhancement Advisory Services first reported a position in BIP in Q3 2023 and has held it in 12 quarters since. The position peaked at $867K in Q4 2025. 53 funds tracked by Wall St. Rank hold BIP as of Q2 2026.

  • Wealth Enhancement Advisory Services held 20,488 shares of Brookfield Infrastructure Partners worth $771K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 1,440 Brookfield Infrastructure Partners shares in Q2 2026, an estimated $53.8K.
  • Brookfield Infrastructure Partners made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2290 holding.
  • Wealth Enhancement Advisory Services first reported a position in Brookfield Infrastructure Partners in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Brookfield Infrastructure Partners position peaked at $867K in Q4 2025.
  • 53 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.