Golden Green’s InfraCap MLP ETF AMZA Stock Holding History

Golden Green’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
2023 Q3	$3.82M	Buy	109,337 +3,080	+3%	+$105K	3.93%	4
2023 Q2	$3.52M	Sell	106,257 -20,255	-16%	-$653K	3.81%	5
2023 Q1	$4.02M	Sell	126,512 -104,551	-45%	-$3.41M	4.71%	5
2022 Q4	$7.31M	Buy	231,063 +4,584	+2%	+$146K	7.54%	3
2022 Q3	$6.45M	Sell	226,479 -53,186	-19%	-$1.6M	6.96%	5
2022 Q2	$7.42M	Buy	279,665 +6,303	+2%	+$191K	7.77%	5
2022 Q1	$8.24M	Buy	273,362 +111,530	+69%	+$3.27M	6.77%	5
2021 Q4	$4.17M	Sell	161,832 -15,038	-9%	-$401K	3.35%	6
2021 Q3	$4.62M	Sell	176,870 -36,034	-17%	-$951K	3.6%	5
2021 Q2	$6.26M	Buy	212,904 +97,840	+85%	+$2.7M	4.8%	6
2021 Q1	$2.74M	Buy	+115,064	New	+$2.59M	2.37%	6

Other funds holding AMZA

Equitable Holdings New York $15.5B AUM 19.09% 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 $377B AUM 19.32% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

ICA

Infrastructure Capital Advisors New York $1.44B AUM 7.19% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

BWCS

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Golden Green's AMZA Position: Q3 2023 in Review

Golden Green increased its InfraCap MLP ETF (AMZA) stake by 2.9% in Q3 2023, buying an estimated $105K and bringing the position to 109,337 shares worth $3.82M. The position accounts for 3.93% of the portfolio, ranked #4.

Golden Green first reported a position in AMZA in Q1 2021 and has held it in 11 quarters since. The position peaked at $8.24M in Q1 2022. 38 funds tracked by Wall St. Rank hold AMZA as of Q3 2023.

Golden Green held 109,337 shares of InfraCap MLP ETF worth $3.82M as of Q3 2023.
Golden Green bought 3,080 InfraCap MLP ETF shares in Q3 2023, an estimated $105K.
InfraCap MLP ETF made up 3.93% of Golden Green's portfolio in Q3 2023, its #4 holding.
Golden Green first reported a position in InfraCap MLP ETF in Q1 2021 and has held it in 11 quarters since.
Golden Green's InfraCap MLP ETF position peaked at $8.24M in Q1 2022.
38 funds tracked by Wall St. Rank held InfraCap MLP ETF as of Q3 2023.

Based on Golden Green's 13F filing for Q3 2023, filed 31 Oct 2023.