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Cape Investment Advisory’s InfraCap MLP ETF AMZA Stock Holding History

Cape Investment Advisory’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
2024
Q2 		– Sell
-150
Closed -$6.18K – 930
2024
Q1 		$6.18K Buy
+150
New +$5.68K ﹤0.01% 619

Other funds holding AMZA

EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
ICA
Infrastructure Capital Advisors New York $1.44B AUM 7.19% 1-Year Est. Return
BWCS
Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cape Investment Advisory's AMZA Position: Q2 2024 in Review

Cape Investment Advisory sold out of InfraCap MLP ETF (AMZA) in Q2 2024, closing a stake of 150 shares — an estimated $6.18K sold.

Cape Investment Advisory first reported a position in AMZA in Q1 2024 and held it in 1 quarter. The position peaked at $6.18K in Q1 2024. 52 funds tracked by Wall St. Rank hold AMZA as of Q2 2024.

  • Cape Investment Advisory reported no remaining InfraCap MLP ETF position as of Q2 2024 after selling out during the quarter.
  • Cape Investment Advisory sold 150 InfraCap MLP ETF shares in Q2 2024, an estimated $6.18K.
  • Cape Investment Advisory first reported a position in InfraCap MLP ETF in Q1 2024 and held it in 1 quarter.
  • Cape Investment Advisory's InfraCap MLP ETF position peaked at $6.18K in Q1 2024.
  • 52 funds tracked by Wall St. Rank held InfraCap MLP ETF as of Q2 2024.

Based on Cape Investment Advisory's 13F filing for Q2 2024, filed 15 Aug 2024.