CPIG
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Chicago Partners Investment Group’s InfraCap MLP ETF AMZA Stock Holding History

Chicago Partners Investment Group’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
Q1 		$512K Buy
11,244
+253
+2% +$11.1K 0.01% 875
2025
Q4 		$454K Buy
10,991
+158
+1% +$6.24K 0.01% 831
2025
Q3 		$425K Buy
10,833
+300
+3% +$12.7K 0.01% 786
2025
Q2 		$445K Buy
10,533
+140
+1% +$5.96K 0.01% 648
2025
Q1 		$427K Buy
10,393
+257
+3% +$12.1K 0.01% 570
2024
Q4 		$452K Buy
+10,136
New +$430K 0.02% 532

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 $893B AUM 36.07% 1-Year Est. Return
GAA
Global Assets Advisory Orlando, Florida $349M AUM 24.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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 $1.44B AUM 7.19% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return