BDO Wealth Advisors’s InfraCap MLP ETF AMZA Stock Holding History

BDO Wealth Advisors’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
2023 Q2	$3.98K	Hold	120	–	–	﹤0.01%	797
2023 Q1	$3.81K	Hold	120	–	–	﹤0.01%	832
2022 Q4	$3.79K	Hold	120	–	–	﹤0.01%	799
2022 Q3	$3K	Hold	120	–	–	﹤0.01%	867
2022 Q2	$3K	Hold	120	–	–	﹤0.01%	837
2022 Q1	$4K	Hold	120	–	–	﹤0.01%	842
2021 Q4	$3K	Hold	120	–	–	﹤0.01%	889
2021 Q3	$3K	Hold	120	–	–	﹤0.01%	895
2021 Q2	$4K	Hold	120	–	–	﹤0.01%	883
2021 Q1	$3K	Buy	+120	New	+$2.7K	﹤0.01%	913

Other funds holding AMZA

AWA

Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Golden Green Seneca, South Carolina $97.4M AUM 20.83% 1-Year Est. Return

IFG

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

ICA

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

BWCS

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

BDO Wealth Advisors's AMZA Position: Q2 2023 in Review

BDO Wealth Advisors held its InfraCap MLP ETF (AMZA) position steady in Q2 2023 at 120 shares worth $3.98K. The position accounts for ﹤0.01% of the portfolio, ranked #797.

BDO Wealth Advisors first reported a position in AMZA in Q1 2021 and has held it in 10 quarters since. The position peaked at $4K in Q1 2022. 42 funds tracked by Wall St. Rank hold AMZA as of Q2 2023.

BDO Wealth Advisors held 120 shares of InfraCap MLP ETF worth $3.98K as of Q2 2023.
BDO Wealth Advisors left its InfraCap MLP ETF share count unchanged in Q2 2023.
InfraCap MLP ETF made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #797 holding.
BDO Wealth Advisors first reported a position in InfraCap MLP ETF in Q1 2021 and has held it in 10 quarters since.
BDO Wealth Advisors's InfraCap MLP ETF position peaked at $4K in Q1 2022.
42 funds tracked by Wall St. Rank held InfraCap MLP ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.