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Wealthcare Advisory Partners’s Brookfield Infrastructure Partners BIP Stock Holding History

Wealthcare Advisory Partners’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 		$835K Sell
22,878
-1,560
-6% -$58.3K 0.02% 566
2026
Q1 		$883K Sell
24,438
-147
-0.6% -$5.39K 0.02% 548
2025
Q4 		$854K Sell
24,585
-1,286
-5% -$44.8K 0.02% 558
2025
Q3 		$851K Buy
25,871
+3,004
+13% +$94.5K 0.02% 547
2025
Q2 		$766K Sell
22,867
-2,251
-9% -$70.6K 0.02% 538
2025
Q1 		$748K Sell
25,118
-807
-3% -$25.3K 0.02% 499
2024
Q4 		$824K Sell
25,925
-150
-0.6% -$5.12K 0.02% 467
2024
Q3 		$914K Sell
26,075
-430
-2% -$13.5K 0.03% 441
2024
Q2 		$727K Buy
26,505
+3,175
+14% +$90.4K 0.02% 461
2024
Q1 		$728K Buy
+23,330
New +$708K 0.02% 464
2021
Q4 		– Sell
-13,553
Closed -$507K – 580
2021
Q3 		$507K Sell
13,553
-337
-2% -$12.5K 0.03% 311
2021
Q2 		$514K Sell
13,890
-120
-0.9% -$4.34K 0.03% 317
2021
Q1 		$497K Buy
14,010
+510
+4% +$17.8K 0.04% 289
2020
Q4 		$445K Buy
13,500
+600
+5% +$19.5K 0.04% 249
2020
Q3 		$410K Sell
12,900
-9
-0.1% -$265 0.05% 228
2020
Q2 		$354K Sell
12,909
-1,011
-7% -$27K 0.04% 219
2020
Q1 		$334K Sell
13,920
-1,743
-11% -$50.9K 0.05% 204
2019
Q4 		$466K Buy
15,663
+2
+0% +$60 0.06% 178
2019
Q3 		$462K Sell
15,661
-217
-1% -$5.88K 0.07% 161
2019
Q2 		$406K Sell
15,878
-376
-2% -$9.37K 0.06% 164
2019
Q1 		$405K Sell
16,254
-84
-0.5% -$1.97K 0.07% 152
2018
Q4 		$336K Sell
16,338
-252
-2% -$5.75K 0.07% 150
2018
Q3 		$394K Buy
16,590
+336
+2% +$7.99K 0.07% 146
2018
Q2 		$372K Sell
16,254
-126
-0.8% -$2.96K 0.07% 146
2018
Q1 		$406K Sell
16,380
-882
-5% -$21.9K 0.09% 123
2017
Q4 		$460K Sell
17,262
-252
-1% -$6.53K 0.12% 101
2017
Q3 		$450K Buy
+17,514
New +$440K 0.13% 87

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

Wealthcare Advisory Partners's BIP Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Brookfield Infrastructure Partners (BIP) stake by 6.4% in Q2 2026, selling an estimated $58.3K and leaving 22,878 shares worth $835K. The position accounts for 0.02% of the portfolio, ranked #566.

Wealthcare Advisory Partners first reported a position in BIP in Q3 2017 and has held it in 27 quarters since. The position peaked at $914K in Q3 2024. 53 funds tracked by Wall St. Rank hold BIP as of Q2 2026.

  • Wealthcare Advisory Partners held 22,878 shares of Brookfield Infrastructure Partners worth $835K as of Q2 2026.
  • Wealthcare Advisory Partners sold 1,560 Brookfield Infrastructure Partners shares in Q2 2026, an estimated $58.3K.
  • Brookfield Infrastructure Partners made up 0.02% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #566 holding.
  • Wealthcare Advisory Partners first reported a position in Brookfield Infrastructure Partners in Q3 2017 and has held it in 27 quarters since.
  • Wealthcare Advisory Partners's Brookfield Infrastructure Partners position peaked at $914K in Q3 2024.
  • 53 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.