Beirne Wealth Consulting Services
AMZA icon

Beirne Wealth Consulting Services’s InfraCap MLP ETF AMZA Stock Holding History

Beirne Wealth Consulting Services’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
Q3 		$1.75M Sell
37,481
-1,248
-3% -$61.4K 0.35% 36
2026
Q2 		$1.79M Sell
38,729
-240
-0.6% -$11.1K 0.36% 36
2026
Q1 		$1.8M Buy
38,969
+502
+1% +$22K 0.51% 39
2025
Q4 		$1.54M Sell
38,467
-925
-2% -$36.5K 0.45% 42
2025
Q3 		$1.58M Buy
39,392
+1,205
+3% +$51K 0.38% 47
2025
Q2 		$1.66M Buy
38,187
+198
+0.5% +$8.43K 0.54% 35
2025
Q1 		$1.8M Buy
37,989
+328
+0.9% +$15.4K 0.64% 31
2024
Q4 		$1.62M Buy
37,661
+61
+0.2% +$2.59K 0.58% 32
2024
Q3 		$1.53M Buy
37,600
+177
+0.5% +$7.22K 0.54% 34
2024
Q2 		$1.54M Buy
37,423
+176
+0.5% +$7.02K 0.62% 32
2024
Q1 		$1.53M Sell
37,247
-678
-2% -$25.7K 0.65% 30
2023
Q4 		$1.36M Sell
37,925
-763
-2% -$26.9K 0.67% 29
2023
Q3 		$1.28M Hold
38,688
– – 1.02% 17
2023
Q2 		$1.28M Buy
38,688
+187
+0.5% +$6.03K 1.02% 17
2023
Q1 		$1.22M Buy
38,501
+290
+0.8% +$9.47K 0.86% 20
2022
Q4 		$1.21M Buy
38,211
+1,044
+3% +$33.2K 0.59% 28
2022
Q3 		$1.06M Buy
37,167
+2,177
+6% +$65.5K 0.4% 34
2022
Q2 		$929K Buy
34,990
+482
+1% +$14.6K 0.61% 31
2022
Q1 		$1.04M Buy
34,508
+241
+0.7% +$7.06K 0.58% 40
2021
Q4 		$883K Sell
34,267
-861
-2% -$23K 0.48% 38
2021
Q3 		$917K Buy
35,128
+8,292
+31% +$219K 0.52% 35
2021
Q2 		$788K Buy
+26,836
New +$740K 0.43% 39
2020
Q1 		– Sell
-6,736
Closed -$304K – 74
2019
Q4 		$304K Sell
6,736
-1,332
-17% -$59.1K 0.27% 64
2019
Q3 		$402K Buy
+8,068
New +$417K 0.33% 74

Other funds holding AMZA

Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Global Retirement Partners
Global Retirement Partners San Rafael, California $7.1B AUM
NewEdge Advisors
NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
SFG
SageGuard Financial Group Goodlettsville, Tennessee $722M AUM 16.42% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Pennington Partners & Co
Pennington Partners & Co Bethesda, Maryland $312M AUM 15.32% 1-Year Est. Return

Beirne Wealth Consulting Services's AMZA Position: Q3 2026 in Review

Beirne Wealth Consulting Services reduced its InfraCap MLP ETF (AMZA) stake by 3.2% in Q3 2026, selling an estimated $61.4K and leaving 37,481 shares worth $1.75M. The position accounts for 0.35% of the portfolio, ranked #36.

Beirne Wealth Consulting Services first reported a position in AMZA in Q3 2019 and has held it in 24 quarters since. The position peaked at $1.8M in Q1 2025. 49 funds tracked by Wall St. Rank hold AMZA as of Q3 2026.

  • Beirne Wealth Consulting Services held 37,481 shares of InfraCap MLP ETF worth $1.75M as of Q3 2026.
  • Beirne Wealth Consulting Services sold 1,248 InfraCap MLP ETF shares in Q3 2026, an estimated $61.4K.
  • InfraCap MLP ETF made up 0.35% of Beirne Wealth Consulting Services's portfolio in Q3 2026, its #36 holding.
  • Beirne Wealth Consulting Services first reported a position in InfraCap MLP ETF in Q3 2019 and has held it in 24 quarters since.
  • Beirne Wealth Consulting Services's InfraCap MLP ETF position peaked at $1.8M in Q1 2025.
  • 49 funds tracked by Wall St. Rank held InfraCap MLP ETF as of Q3 2026.

Based on Beirne Wealth Consulting Services's 13F filing for Q3 2026, filed 19 Oct 2026.