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
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

FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
IIM
Ipswich Investment Management Beverly, Massachusetts $474M AUM 35.58% 1-Year Est. Return
VIP
Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return
BFS
Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
PP
Pacifica Partners Surrey, Canada $332M AUM 59.28% 1-Year Est. Return
PWMG
Pinnacle Wealth Management Group Plymouth, Michigan $214M AUM 20.07% 1-Year Est. Return
WPEP
Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return