Accel Wealth Management’s InfraCap MLP ETF AMZA Stock Holding History

Accel Wealth Management’s Portfolio AMZA Stock Details AMZA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-535	Closed	-$17K	–	203
2023 Q1	$17K	Hold	535	–	–	0.01%	759
2022 Q4	$16.9K	Hold	535	–	–	0.01%	594
2022 Q3	$16K	Hold	535	–	–	0.01%	616
2022 Q2	$15K	Hold	535	–	–	0.01%	605
2022 Q1	$16K	Hold	535	–	–	0.01%	603
2021 Q4	$14K	Sell	535 -10	-2%	-$267	0.01%	637
2021 Q3	$14K	Sell	545 -100	-16%	-$2.64K	0.01%	568
2021 Q2	$19K	Hold	645	–	–	0.01%	553
2021 Q1	$15K	Hold	645	–	–	0.01%	567
2020 Q4	$12K	Buy	+645	New	+$11.1K	0.01%	586

Other funds holding AMZA

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Golden Green Seneca, South Carolina $97.4M AUM 20.83% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ICA

Infrastructure Capital Advisors New York $1.44B AUM 7.19% 1-Year Est. Return

BWCS

Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Accel Wealth Management's AMZA Position: Q2 2023 in Review

Accel Wealth Management sold out of InfraCap MLP ETF (AMZA) in Q2 2023, closing a stake of 535 shares — an estimated $17K sold.

Accel Wealth Management first reported a position in AMZA in Q4 2020 and held it in 10 quarters. The position peaked at $19K in Q2 2021. 42 funds tracked by Wall St. Rank hold AMZA as of Q2 2023.

Accel Wealth Management reported no remaining InfraCap MLP ETF position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 535 InfraCap MLP ETF shares in Q2 2023, an estimated $17K.
Accel Wealth Management first reported a position in InfraCap MLP ETF in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's InfraCap MLP ETF position peaked at $19K in Q2 2021.
42 funds tracked by Wall St. Rank held InfraCap MLP ETF as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.