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Atria Wealth Solutions’s InfraCap MLP ETF AMZA Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		– Sell
-6,208
Closed -$295K – 1477
2025
Q1 		$295K Buy
6,208
+251
+4% +$11.8K ﹤0.01% 1476
2024
Q4 		$255K Buy
5,957
+231
+4% +$9.8K ﹤0.01% 1654
2024
Q3 		$232K Sell
5,726
-756
-12% -$30.8K ﹤0.01% 1678
2024
Q2 		$266K Buy
6,482
+1
+0% +$40 ﹤0.01% 1584
2024
Q1 		$267K Hold
6,481
– – ﹤0.01% 1634
2023
Q4 		$229K Buy
6,481
+1
+0% +$35 ﹤0.01% 1686
2023
Q3 		$226K Buy
6,480
+131
+2% +$4.48K ﹤0.01% 1613
2023
Q2 		$211K Sell
6,349
-8,164
-56% -$263K ﹤0.01% 1662
2023
Q1 		$461K Buy
14,513
+6,965
+92% +$227K 0.01% 1186
2022
Q4 		$239K Buy
7,548
+1
+0% +$32 ﹤0.01% 1498
2022
Q3 		$215K Sell
7,547
-43,456
-85% -$1.31M ﹤0.01% 1516
2022
Q2 		$1.35M Buy
51,003
+43,657
+594% +$1.32M 0.03% 575
2022
Q1 		$221K Buy
+7,346
New +$215K ﹤0.01% 1520

Other funds holding AMZA

EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
ICA
Infrastructure Capital Advisors New York $1.44B AUM 7.19% 1-Year Est. Return

Atria Wealth Solutions's AMZA Position: Q2 2025 in Review

Atria Wealth Solutions sold out of InfraCap MLP ETF (AMZA) in Q2 2025, closing a stake of 6,208 shares — an estimated $295K sold.

Atria Wealth Solutions first reported a position in AMZA in Q1 2022 and held it in 13 quarters. The position peaked at $1.35M in Q2 2022. 63 funds tracked by Wall St. Rank hold AMZA as of Q2 2025.

  • Atria Wealth Solutions reported no remaining InfraCap MLP ETF position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 6,208 InfraCap MLP ETF shares in Q2 2025, an estimated $295K.
  • Atria Wealth Solutions first reported a position in InfraCap MLP ETF in Q1 2022 and held it in 13 quarters.
  • Atria Wealth Solutions's InfraCap MLP ETF position peaked at $1.35M in Q2 2022.
  • 63 funds tracked by Wall St. Rank held InfraCap MLP ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.