Cavalier Investments’s InfraCap MLP ETF AMZA Stock Holding History

Cavalier Investments’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
2019 Q1	–	Sell	-21,949	Closed	-$1.1M	–	120
2018 Q4	$1.1M	Hold	21,949	–	–	0.36%	54
2018 Q3	$1.64M	Hold	21,949	–	–	0.48%	52
2018 Q2	$1.6M	Buy	21,949 +17,639	+409%	+$1.31M	0.54%	39
2018 Q1	$295K	Buy	+4,310	New	+$348K	0.1%	131
2017 Q4	–	Sell	-4,410	Closed	-$411K	–	136
2017 Q3	$411K	Buy	+4,410	New	+$412K	0.2%	92

Other funds holding AMZA

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

ICA

Infrastructure Capital Advisors New York $1.44B AUM 7.19% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

GFPC

Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Cavalier Investments's AMZA Position: Q1 2019 in Review

Cavalier Investments sold out of InfraCap MLP ETF (AMZA) in Q1 2019, closing a stake of 21,949 shares — an estimated $1.1M sold.

Cavalier Investments first reported a position in AMZA in Q3 2017 and held it in 5 quarters. The position peaked at $1.64M in Q3 2018. 50 funds tracked by Wall St. Rank hold AMZA as of Q1 2019.

Cavalier Investments reported no remaining InfraCap MLP ETF position as of Q1 2019 after selling out during the quarter.
Cavalier Investments sold 21,949 InfraCap MLP ETF shares in Q1 2019, an estimated $1.1M.
Cavalier Investments first reported a position in InfraCap MLP ETF in Q3 2017 and held it in 5 quarters.
Cavalier Investments's InfraCap MLP ETF position peaked at $1.64M in Q3 2018.
50 funds tracked by Wall St. Rank held InfraCap MLP ETF as of Q1 2019.

Based on Cavalier Investments's 13F filing for Q1 2019, filed 3 May 2019.