IAA
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Independent Advisor Alliance’s InfraCap MLP ETF AMZA Stock Holding History

Independent Advisor 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
2025
Q1 		– Sell
-7,907
Closed -$338K – 819
2024
Q4 		$338K Buy
+7,907
New +$335K ﹤0.01% 1085

Other funds holding AMZA

EH
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
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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
BWCS
Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return

Independent Advisor Alliance's AMZA Position: Q1 2025 in Review

Independent Advisor Alliance sold out of InfraCap MLP ETF (AMZA) in Q1 2025, closing a stake of 7,907 shares — an estimated $338K sold.

Independent Advisor Alliance first reported a position in AMZA in Q4 2024 and held it in 1 quarter. The position peaked at $338K in Q4 2024. 60 funds tracked by Wall St. Rank hold AMZA as of Q1 2025.

  • Independent Advisor Alliance reported no remaining InfraCap MLP ETF position as of Q1 2025 after selling out during the quarter.
  • Independent Advisor Alliance sold 7,907 InfraCap MLP ETF shares in Q1 2025, an estimated $338K.
  • Independent Advisor Alliance first reported a position in InfraCap MLP ETF in Q4 2024 and held it in 1 quarter.
  • Independent Advisor Alliance's InfraCap MLP ETF position peaked at $338K in Q4 2024.
  • 60 funds tracked by Wall St. Rank held InfraCap MLP ETF as of Q1 2025.

Based on Independent Advisor Alliance's 13F filing for Q1 2025, filed 12 May 2025.