Avior Wealth Management’s InfraCap Small Cap Income ETF SCAP Stock Holding History

Avior Wealth Management’s Portfolio SCAP Stock Details SCAP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-270	Closed	-$9.35K	–	2027
2024 Q4	$9.35K	Buy	+270	New	+$9.75K	﹤0.01%	1646

Other funds holding SCAP

ICA

Infrastructure Capital Advisors New York $1.71B AUM 14.82% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Avior Wealth Management's SCAP Position: Q1 2025 in Review

Avior Wealth Management sold out of InfraCap Small Cap Income ETF (SCAP) in Q1 2025, closing a stake of 270 shares — an estimated $9.35K sold.

Avior Wealth Management first reported a position in SCAP in Q4 2024 and held it in 1 quarter. The position peaked at $9.35K in Q4 2024. 5 funds tracked by Wall St. Rank hold SCAP as of Q1 2025.

Avior Wealth Management reported no remaining InfraCap Small Cap Income ETF position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 270 InfraCap Small Cap Income ETF shares in Q1 2025, an estimated $9.35K.
Avior Wealth Management first reported a position in InfraCap Small Cap Income ETF in Q4 2024 and held it in 1 quarter.
Avior Wealth Management's InfraCap Small Cap Income ETF position peaked at $9.35K in Q4 2024.
5 funds tracked by Wall St. Rank held InfraCap Small Cap Income ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.