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Aventura Private Wealth’s InfraCap MLP ETF AMZA Stock Holding History

Aventura Private Wealth’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
Q2 		$43.7K Hold
946
– – 0.01% 365
2026
Q1 		$43.6K Hold
946
– – 0.02% 342
2025
Q4 		$37.4K Hold
946
– – 0.01% 337
2025
Q3 		$38K Hold
946
– – 0.01% 328
2025
Q2 		$41K Hold
946
– – 0.02% 302
2025
Q1 		$44.9K Hold
946
– – 0.02% 276
2024
Q4 		$40.5K Buy
+946
New +$40.1K 0.02% 279

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IFG
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BWCS
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DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return