Global Retirement Partners’s InfraCap MLP ETF AMZA Stock Holding History

Global Retirement Partners’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 Q2	$3.8M	Buy	+82,195	New	+$3.8M	0.06%	306
2025 Q4	$2.85M	Sell	72,141 -45,316	-39%	-$1.79M	0.05%	341
2025 Q3	$4.72M	Buy	117,457 +5,292	+5%	+$224K	0.11%	178
2025 Q2	$4.86M	Buy	+112,165	New	+$4.77M	0.12%	163
2024 Q4	$4.81M	Buy	112,349 +37,870	+51%	+$1.61M	0.14%	144
2024 Q3	$3.02M	Sell	74,479 -2,008	-3%	-$81.9K	0.09%	206
2024 Q2	$3.14M	Buy	76,487 +73,845	+2,795%	+$2.95M	0.1%	197
2024 Q1	$109K	Buy	2,642 +1,193	+82%	+$45.2K	﹤0.01%	1043
2023 Q4	$51.6K	Buy	+1,449	New	+$51.1K	﹤0.01%	1352

Other funds holding AMZA

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

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

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

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 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 $1.71B AUM 14.82% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Global Retirement Partners's AMZA Position: Q2 2026 in Review

Global Retirement Partners opened a new position in InfraCap MLP ETF (AMZA) in Q2 2026: 82,195 shares worth $3.8M. The stake represents 0.06% of the portfolio and ranks #306 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in AMZA as recently as Q4 2025.

Global Retirement Partners first reported a position in AMZA in Q4 2023 and has held it in 9 quarters since. The position peaked at $4.86M in Q2 2025. 66 funds tracked by Wall St. Rank hold AMZA as of Q2 2026.

Global Retirement Partners held 82,195 shares of InfraCap MLP ETF worth $3.8M as of Q2 2026.
InfraCap MLP ETF was a new Global Retirement Partners position in Q2 2026.
InfraCap MLP ETF made up 0.06% of Global Retirement Partners's portfolio in Q2 2026, its #306 holding.
Global Retirement Partners first reported a position in InfraCap MLP ETF in Q4 2023 and has held it in 9 quarters since.
Global Retirement Partners's InfraCap MLP ETF position peaked at $4.86M in Q2 2025.
66 funds tracked by Wall St. Rank held InfraCap MLP ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.