Founders Financial Alliance’s InfraCap MLP ETF AMZA Stock Holding History

Founders Financial Alliance’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	$10.4K	Buy	+226	New	+$9.89K	﹤0.01%	633
2025 Q4	–	Sell	-216	Closed	-$8.68K	–	614
2025 Q3	$8.68K	Buy	+216	New	+$9.14K	﹤0.01%	621
2024 Q4	–	Sell	-200	Closed	-$8.12K	–	577
2024 Q3	$8.12K	Buy	200 +4	+2%	+$163	﹤0.01%	502
2024 Q2	$8.06K	Buy	196 +4	+2%	+$160	﹤0.01%	481
2024 Q1	$7.93K	Buy	192 +6	+3%	+$227	﹤0.01%	490
2023 Q4	$6.57K	Buy	+186	New	+$6.56K	﹤0.01%	453
2020 Q4	–	Sell	-138	Closed	-$2K	–	463
2020 Q3	$2K	Buy	+138	New	+$2.27K	﹤0.01%	1177

Other funds holding AMZA

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

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Founders Financial Alliance's AMZA Position: Q1 2026 in Review

Founders Financial Alliance opened a new position in InfraCap MLP ETF (AMZA) in Q1 2026: 226 shares worth $10.4K. The stake represents ﹤0.01% of the portfolio and ranks #633 among its holdings. This is a return to the name: Founders Financial Alliance previously reported a position in AMZA as recently as Q3 2025.

Founders Financial Alliance first reported a position in AMZA in Q3 2020 and has held it in 7 quarters since. 70 funds tracked by Wall St. Rank hold AMZA as of Q1 2026.

Founders Financial Alliance held 226 shares of InfraCap MLP ETF worth $10.4K as of Q1 2026.
InfraCap MLP ETF was a new Founders Financial Alliance position in Q1 2026.
InfraCap MLP ETF made up ﹤0.01% of Founders Financial Alliance's portfolio in Q1 2026, its #633 holding.
Founders Financial Alliance first reported a position in InfraCap MLP ETF in Q3 2020 and has held it in 7 quarters since.
70 funds tracked by Wall St. Rank held InfraCap MLP ETF as of Q1 2026.

Based on Founders Financial Alliance's 13F filing for Q1 2026, filed 11 May 2026.