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PENSION & WEALTH MANAGEMENT ADVISORS, INC. → BIPC
PENSION & WEALTH MANAGEMENT ADVISORS, INC. BIPC Position History
Brookfield Infrastructure Corporation • Utilities
Quarters held
7
Latest value
$313K
Q3 2026
Peak value
$313K
First seen
Q2 2024
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q2 2024 | $193K |
| Q2 2025 | $2K |
| Q3 2025 | $2K |
| Q4 2025 | $2K |
| Q1 2026 | $101K |
| Q2 2026 | $103K |
| Q3 2026 | $313K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $313K | 8.8K | — | — |
| Q2 2026 | $103K | 2.7K | — | — |
| Q1 2026 | $101K | 2.6K | — | — |
| Q4 2025 | $2K | 40 | — | — |
| Q3 2025 | $2K | 40 | — | — |
| Q2 2025 | $2K | 40 | — | — |
| Q2 2024 | $193K | 5.7K | — | — |
Other funds holding BIPC
$599.4M
$599.4M
$599.4M
$593.1M
$593.1M
$565.1M
$553M
$553M
Other PENSION & WEALTH MANAGEMENT ADVISORS, INC. positions
FIS
$30.2MFIDELITY TOTAL BOND ETF
FIS
$27.4MFIDELITY TOTAL BOND ETF
STT-PG
$27.2MSTATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF
FIS
$26.9MFIDELITY TOTAL BOND ETF
FIS
$26.8MFIDELITY TOTAL BOND ETF
STT-PG
$26.2MSTATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF
STT-PG
$25.7MSTATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF
STT-PG
$25.7MSTATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF