Avior Wealth Management’s InfraCap MLP ETF AMZA Stock Holding History

Avior Wealth Management’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
2020 Q2	–	Sell	-260	Closed	-$2K	–	889
2020 Q1	$2K	Hold	260	–	–	﹤0.01%	675
2019 Q4	$11K	Hold	260	–	–	﹤0.01%	592
2019 Q3	$12K	Buy	260 +98	+60%	+$5.06K	﹤0.01%	570
2019 Q2	$9K	Buy	+162	New	+$9.21K	﹤0.01%	602

Other funds holding AMZA

ICA

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

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

APWA

Atlas Private Wealth Advisors Matawan, New Jersey $425M AUM 14.73% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

RIM

Regent Investment Management Louisville, Kentucky $373M AUM 10.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Avior Wealth Management's AMZA Position: Q2 2020 in Review

Avior Wealth Management sold out of InfraCap MLP ETF (AMZA) in Q2 2020, closing a stake of 260 shares — an estimated $2K sold.

Avior Wealth Management first reported a position in AMZA in Q2 2019 and held it in 4 quarters. The position peaked at $12K in Q3 2019. 23 funds tracked by Wall St. Rank hold AMZA as of Q2 2020.

Avior Wealth Management reported no remaining InfraCap MLP ETF position as of Q2 2020 after selling out during the quarter.
Avior Wealth Management sold 260 InfraCap MLP ETF shares in Q2 2020, an estimated $2K.
Avior Wealth Management first reported a position in InfraCap MLP ETF in Q2 2019 and held it in 4 quarters.
Avior Wealth Management's InfraCap MLP ETF position peaked at $12K in Q3 2019.
23 funds tracked by Wall St. Rank held InfraCap MLP ETF as of Q2 2020.

Based on Avior Wealth Management's 13F filing for Q2 2020, filed 2 Jul 2020.