Wealth Enhancement Advisory Services
BIPC icon

Wealth Enhancement Advisory Services’s Brookfield Infrastructure BIPC Stock Holding History

Wealth Enhancement Advisory Services’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
Q3 		$501K Sell
13,494
-8,671
-39% -$336K ﹤0.01% 2815
2026
Q2 		$877K Buy
22,165
+10,104
+84% +$408K ﹤0.01% 2172
2026
Q1 		$484K Sell
12,061
-12,485
-51% -$573K ﹤0.01% 2344
2025
Q4 		$1.09M Buy
24,546
+3,396
+16% +$154K ﹤0.01% 1902
2025
Q3 		$940K Buy
21,150
+1,151
+6% +$46.7K ﹤0.01% 1908
2025
Q2 		$863K Buy
19,999
+2,683
+15% +$103K ﹤0.01% 1841
2025
Q1 		$626K Sell
17,316
-3,449
-17% -$136K ﹤0.01% 1886
2024
Q4 		$831K Buy
20,765
+3,933
+23% +$166K ﹤0.01% 1644
2024
Q3 		$731K Sell
16,832
-371
-2% -$14.4K ﹤0.01% 1581
2024
Q2 		$579K Buy
17,203
+4,910
+40% +$163K ﹤0.01% 1561
2024
Q1 		$443K Sell
12,293
-24
-0.2% -$840 ﹤0.01% 1656
2023
Q4 		$435K Buy
12,317
+2,671
+28% +$85.1K ﹤0.01% 1599
2023
Q3 		$341K Buy
+9,646
New +$398K ﹤0.01% 1658

Other funds holding BIPC

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Wealth Enhancement Advisory Services's BIPC Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its Brookfield Infrastructure (BIPC) stake by 39% in Q3 2026, selling an estimated $336K and leaving 13,494 shares worth $501K. The position accounts for ﹤0.01% of the portfolio, ranked #2815.

Wealth Enhancement Advisory Services first reported a position in BIPC in Q3 2023 and has held it in 13 quarters since. The position peaked at $1.09M in Q4 2025. 297 funds tracked by Wall St. Rank hold BIPC as of Q3 2026.

  • Wealth Enhancement Advisory Services held 13,494 shares of Brookfield Infrastructure worth $501K as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 8,671 Brookfield Infrastructure shares in Q3 2026, an estimated $336K.
  • Brookfield Infrastructure made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2815 holding.
  • Wealth Enhancement Advisory Services first reported a position in Brookfield Infrastructure in Q3 2023 and has held it in 13 quarters since.
  • Wealth Enhancement Advisory Services's Brookfield Infrastructure position peaked at $1.09M in Q4 2025.
  • 297 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.