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Fulcrum Equity Management’s InfraCap MLP ETF AMZA Stock Holding History

Fulcrum Equity 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
2024
Q4 		– Sell
-27,770
Closed -$1.13M – 113
2024
Q3 		$1.13M Sell
27,770
-816
-3% -$33.3K 0.95% 32
2024
Q2 		$1.17M Sell
28,586
-1,537
-5% -$61.3K 1.05% 27
2024
Q1 		$1.24M Sell
30,123
-2,623
-8% -$99.3K 1.46% 20
2023
Q4 		$1.16M Buy
+32,746
New +$1.16M 1.43% 19

Other funds holding AMZA

EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM
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
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
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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
BWCS
Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return

Fulcrum Equity Management's AMZA Position: Q4 2024 in Review

Fulcrum Equity Management sold out of InfraCap MLP ETF (AMZA) in Q4 2024, closing a stake of 27,770 shares — an estimated $1.13M sold.

Fulcrum Equity Management first reported a position in AMZA in Q4 2023 and held it in 4 quarters. The position peaked at $1.24M in Q1 2024. 63 funds tracked by Wall St. Rank hold AMZA as of Q4 2024.

  • Fulcrum Equity Management reported no remaining InfraCap MLP ETF position as of Q4 2024 after selling out during the quarter.
  • Fulcrum Equity Management sold 27,770 InfraCap MLP ETF shares in Q4 2024, an estimated $1.13M.
  • Fulcrum Equity Management first reported a position in InfraCap MLP ETF in Q4 2023 and held it in 4 quarters.
  • Fulcrum Equity Management's InfraCap MLP ETF position peaked at $1.24M in Q1 2024.
  • 63 funds tracked by Wall St. Rank held InfraCap MLP ETF as of Q4 2024.

Based on Fulcrum Equity Management's 13F filing for Q4 2024, filed 24 Mar 2025.