AF
AMZA icon

Allworth Financial’s InfraCap MLP ETF AMZA Stock Holding History

Allworth Financial’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
2026
Q1 		$18.4K Sell
400
-96
-19% -$4.2K ﹤0.01% 3052
2025
Q4 		$19.6K Buy
496
+96
+24% +$3.79K ﹤0.01% 2843
2025
Q3 		$16.1K Hold
400
– – ﹤0.01% 2837
2025
Q2 		$17.3K Hold
400
– – ﹤0.01% 2608
2025
Q1 		$17.5K Hold
400
– – ﹤0.01% 2160
2024
Q4 		$19.1K Hold
400
– – ﹤0.01% 2137
2024
Q3 		$16.2K Hold
400
– – ﹤0.01% 2035
2024
Q2 		$17K Hold
400
– – ﹤0.01% 1977
2024
Q1 		$16.5K Buy
+400
New +$15.1K ﹤0.01% 1881
2023
Q1 		– Sell
-369
Closed -$11.7K – 3189
2022
Q4 		$11.7K Sell
369
-197
-35% -$6.26K ﹤0.01% 1641
2022
Q3 		$16K Buy
566
+208
+58% +$6.25K ﹤0.01% 1379
2022
Q2 		$10K Buy
+358
New +$10.8K ﹤0.01% 1561
2020
Q1 		– Sell
-147
Closed -$7K – 1219
2019
Q4 		$7K Buy
+147
New +$6.52K ﹤0.01% 701
2017
Q4 		– Sell
-20
Closed -$2K – 728
2017
Q3 		$2K Buy
+20
New +$1.87K ﹤0.01% 653

Other funds holding AMZA

EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
GAA
Global Assets Advisory Orlando, Florida $342M AUM 24.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
BWCS
Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return
ICA
Infrastructure Capital Advisors New York $1.07B AUM 7.19% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return