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

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

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

IFG

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

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

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

GRP

Global Retirement Partners San Rafael, California $6.54B AUM

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 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 $1.71B AUM 14.82% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bogart Wealth LLC's AMZA Position: Q4 2025 in Review

Bogart Wealth LLC sold out of InfraCap MLP ETF (AMZA) in Q4 2025, closing a stake of 45 shares — an estimated $1.81K sold.

Bogart Wealth LLC first reported a position in AMZA in Q4 2023 and held it in 8 quarters. The position peaked at $2.14K in Q1 2025. 69 funds tracked by Wall St. Rank hold AMZA as of Q4 2025.

Bogart Wealth LLC reported no remaining InfraCap MLP ETF position as of Q4 2025 after selling out during the quarter.
Bogart Wealth LLC sold 45 InfraCap MLP ETF shares in Q4 2025, an estimated $1.81K.
Bogart Wealth LLC first reported a position in InfraCap MLP ETF in Q4 2023 and held it in 8 quarters.
Bogart Wealth LLC's InfraCap MLP ETF position peaked at $2.14K in Q1 2025.
69 funds tracked by Wall St. Rank held InfraCap MLP ETF as of Q4 2025.

Based on Bogart Wealth LLC's 13F filing for Q4 2025, filed 30 Jan 2026.