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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its Brookfield Infrastructure (BIPC) stake by 84% in Q2 2026, buying an estimated $408K and bringing the position to 22,165 shares worth $877K. The position accounts for ﹤0.01% of the portfolio, ranked #2172.

Wealth Enhancement Advisory Services first reported a position in BIPC in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.09M in Q4 2025. 393 funds tracked by Wall St. Rank hold BIPC as of Q2 2026.

  • Wealth Enhancement Advisory Services held 22,165 shares of Brookfield Infrastructure worth $877K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 10,104 Brookfield Infrastructure shares in Q2 2026, an estimated $408K.
  • Brookfield Infrastructure made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2172 holding.
  • Wealth Enhancement Advisory Services first reported a position in Brookfield Infrastructure in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Brookfield Infrastructure position peaked at $1.09M in Q4 2025.
  • 393 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q2 2026.

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