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Bogart Wealth LLC’s InfraCap MLP ETF AMZA Stock Holding History

Bogart Wealth LLC’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
2025
Q4 		– Sell
-45
Closed -$1.81K – 1589
2025
Q3 		$1.81K Hold
45
– – ﹤0.01% 1178
2025
Q2 		$1.95K Hold
45
– – ﹤0.01% 1113
2025
Q1 		$2.14K Hold
45
– – ﹤0.01% 1056
2024
Q4 		$1.93K Hold
45
– – ﹤0.01% 1100
2024
Q3 		$1.83K Hold
45
– – ﹤0.01% 976
2024
Q2 		$1.85K Hold
45
– – ﹤0.01% 942
2024
Q1 		$1.85K Hold
45
– – ﹤0.01% 914
2023
Q4 		$1.59K Buy
+45
New +$1.59K ﹤0.01% 919

Other funds holding AMZA

EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
IFG
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
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
BWCS
Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return
ICA
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