Ancora Advisors
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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 $85.1B AUM 27.35% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Infrastructure Capital Advisors
Infrastructure Capital Advisors New York $1.71B AUM 14.82% 1-Year Est. Return
Steward Partners Investment Advisory
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Macroview Investment Management
Macroview Investment Management Bethesda, Maryland $167M AUM 15.37% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Beacon Capital Management LLC (Tennessee)
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $716M AUM 16.7% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Archer Investment Corporation
Archer Investment Corporation Carmel, Indiana $522M AUM 26.29% 1-Year Est. Return
WR Wealth Planners
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.