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Ancora Advisors’s InfraCap Equity Income Fund ETF ICAP Stock Holding History

Ancora Advisors’s Portfolio ICAP Stock Details ICAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-337
Closed -$8.29K – 1834
2024
Q2 		$8.29K Buy
+337
New +$8.29K ﹤0.01% 1348

Other funds holding ICAP

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
ICA
Infrastructure Capital Advisors New York $1.44B AUM 7.19% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
MIM
Macroview Investment Management Bethesda, Maryland $162M AUM 22.52% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $508M AUM 24.79% 1-Year Est. Return
WWP
WR Wealth Planners Columbia, Missouri $311M AUM 18.22% 1-Year Est. Return

Ancora Advisors's ICAP Position: Q3 2024 in Review

Ancora Advisors sold out of InfraCap Equity Income Fund ETF (ICAP) in Q3 2024, closing a stake of 337 shares — an estimated $8.29K sold.

Ancora Advisors first reported a position in ICAP in Q2 2024 and held it in 1 quarter. The position peaked at $8.29K in Q2 2024. 11 funds tracked by Wall St. Rank hold ICAP as of Q3 2024.

  • Ancora Advisors reported no remaining InfraCap Equity Income Fund ETF position as of Q3 2024 after selling out during the quarter.
  • Ancora Advisors sold 337 InfraCap Equity Income Fund ETF shares in Q3 2024, an estimated $8.29K.
  • Ancora Advisors first reported a position in InfraCap Equity Income Fund ETF in Q2 2024 and held it in 1 quarter.
  • Ancora Advisors's InfraCap Equity Income Fund ETF position peaked at $8.29K in Q2 2024.
  • 11 funds tracked by Wall St. Rank held InfraCap Equity Income Fund ETF as of Q3 2024.

Based on Ancora Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.