Cypress Point Wealth Management’s InfraCap MLP ETF AMZA Stock Holding History

Cypress Point Wealth Management’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
2021 Q3	–	Sell	-100	Closed	-$3K	–	160
2021 Q2	$3K	Buy	+100	New	+$2.76K	﹤0.01%	175

Other funds holding AMZA

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

Golden Green Seneca, South Carolina $97.4M AUM 20.83% 1-Year Est. Return

ICA

Infrastructure Capital Advisors New York $1.71B AUM 14.82% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

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

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

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

BWCS

Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return

RIM

Regent Investment Management Louisville, Kentucky $373M AUM 10.22% 1-Year Est. Return

APW

Aurora Private Wealth Rockaway, New Jersey $158M AUM

Cypress Point Wealth Management's AMZA Position: Q3 2021 in Review

Cypress Point Wealth Management sold out of InfraCap MLP ETF (AMZA) in Q3 2021, closing a stake of 100 shares — an estimated $3K sold.

Cypress Point Wealth Management first reported a position in AMZA in Q2 2021 and held it in 1 quarter. The position peaked at $3K in Q2 2021. 30 funds tracked by Wall St. Rank hold AMZA as of Q3 2021.

Cypress Point Wealth Management reported no remaining InfraCap MLP ETF position as of Q3 2021 after selling out during the quarter.
Cypress Point Wealth Management sold 100 InfraCap MLP ETF shares in Q3 2021, an estimated $3K.
Cypress Point Wealth Management first reported a position in InfraCap MLP ETF in Q2 2021 and held it in 1 quarter.
Cypress Point Wealth Management's InfraCap MLP ETF position peaked at $3K in Q2 2021.
30 funds tracked by Wall St. Rank held InfraCap MLP ETF as of Q3 2021.

Based on Cypress Point Wealth Management's 13F filing for Q3 2021, filed 5 Nov 2021.