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BEACON INVESTMENT ADVISORY SERVICES, INC. → BEPJ

BEACON INVESTMENT ADVISORY SERVICES, INC. BEPJ Position History

Brookfield BRP Holdings (Canada • Utilities

Quarters held
3
Latest value
$112K
Q3 2026
Peak value
$138K
First seen
Q1 2026

Dollar value over time

Show data table
PeriodPosition value
Q1 2026$130K
Q2 2026$138K
Q3 2026$112K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$112K4.0K——
Q2 2026$138K4.0K——
Q1 2026$130K4.0K——

Other funds holding BEPJ

Other BEACON INVESTMENT ADVISORY SERVICES, INC. positions

VGES

VANGUARD INDEX FDS

$197.4M
VGES

VANGUARD INDEX FDS

$196.5M
VGES

VANGUARD INDEX FDS

$177.6M
VGES

VANGUARD INDEX FDS

$177.6M
VGES

VANGUARD INDEX FDS

$172.7M
VGES

VANGUARD INDEX FDS

$172M
ETHA

ISHARES TR

$171.9M
ETHA

ISHARES TR

$162.9M