Arete Wealth Advisors’s InfraCap MLP ETF AMZA Stock Holding History

Arete Wealth Advisors’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 Q3	–	Sell	-122,327	Closed	-$15.8M	–	515
2023 Q2	$15.8M	Buy	+122,327	New	+$3.95M	1.4%	11

Other funds holding AMZA

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

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

ICA

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

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

BWCS

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Arete Wealth Advisors's AMZA Position: Q3 2023 in Review

Arete Wealth Advisors sold out of InfraCap MLP ETF (AMZA) in Q3 2023, closing a stake of 122,327 shares — an estimated $15.8M sold.

Arete Wealth Advisors first reported a position in AMZA in Q2 2023 and held it in 1 quarter. The position peaked at $15.8M in Q2 2023. 38 funds tracked by Wall St. Rank hold AMZA as of Q3 2023.

Arete Wealth Advisors reported no remaining InfraCap MLP ETF position as of Q3 2023 after selling out during the quarter.
Arete Wealth Advisors sold 122,327 InfraCap MLP ETF shares in Q3 2023, an estimated $15.8M.
Arete Wealth Advisors first reported a position in InfraCap MLP ETF in Q2 2023 and held it in 1 quarter.
Arete Wealth Advisors's InfraCap MLP ETF position peaked at $15.8M in Q2 2023.
38 funds tracked by Wall St. Rank held InfraCap MLP ETF as of Q3 2023.

Based on Arete Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.