Bartlett & Co Wealth Management’s InfraCap MLP ETF AMZA Stock Holding History

Bartlett & Co 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
2026 Q1	$418K	Hold	8,850	–	–	0.01%	361
2025 Q4	$355K	Hold	8,850	–	–	﹤0.01%	377
2025 Q3	$356K	Hold	8,850	–	–	﹤0.01%	381
2025 Q2	$384K	Hold	8,850	–	–	0.01%	367
2025 Q1	$420K	Hold	8,850	–	–	0.01%	348
2024 Q4	$379K	Hold	8,850	–	–	0.01%	362
2024 Q3	$359K	Hold	8,850	–	–	0.01%	373
2024 Q2	$364K	Hold	8,850	–	–	0.01%	362
2024 Q1	$365K	Hold	8,850	–	–	0.01%	374
2023 Q4	$311K	Hold	8,850	–	–	0.01%	408
2023 Q3	$309K	Hold	8,850	–	–	0.01%	398
2023 Q2	$293K	Buy	+8,850	New	+$285K	0.01%	407

Other funds holding AMZA

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

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

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return

Global Assets Advisory Orlando, Florida $342M AUM 24.2% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

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

Infrastructure Capital Advisors New York $1.07B AUM 7.19% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return