HWM
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HighMark Wealth Management’s InfraCap MLP ETF AMZA Stock Holding History

HighMark 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
2025
Q3 		– Sell
-32
Closed -$1.39K – 610
2025
Q2 		$1.39K Hold
32
– – ﹤0.01% 507
2025
Q1 		$1.52K Hold
32
– – ﹤0.01% 466
2024
Q4 		$1.37K Hold
32
– – ﹤0.01% 479
2024
Q3 		$1.3K Hold
32
– – ﹤0.01% 508
2024
Q2 		$1.31K Buy
+32
New +$1.28K ﹤0.01% 496

Other funds holding AMZA

EH
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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
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

HighMark Wealth Management's AMZA Position: Q3 2025 in Review

HighMark Wealth Management sold out of InfraCap MLP ETF (AMZA) in Q3 2025, closing a stake of 32 shares — an estimated $1.39K sold.

HighMark Wealth Management first reported a position in AMZA in Q2 2024 and held it in 5 quarters. The position peaked at $1.52K in Q1 2025. 63 funds tracked by Wall St. Rank hold AMZA as of Q3 2025.

  • HighMark Wealth Management reported no remaining InfraCap MLP ETF position as of Q3 2025 after selling out during the quarter.
  • HighMark Wealth Management sold 32 InfraCap MLP ETF shares in Q3 2025, an estimated $1.39K.
  • HighMark Wealth Management first reported a position in InfraCap MLP ETF in Q2 2024 and held it in 5 quarters.
  • HighMark Wealth Management's InfraCap MLP ETF position peaked at $1.52K in Q1 2025.
  • 63 funds tracked by Wall St. Rank held InfraCap MLP ETF as of Q3 2025.

Based on HighMark Wealth Management's 13F filing for Q3 2025, filed 20 Oct 2025.