IFG
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Independent Financial Group’s InfraCap MLP ETF AMZA Stock Holding History

Independent Financial Group’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 		$5.48M Buy
118,550
+3,488
+3% +$161K 0.1% 199
2026
Q1 		$5.3M Buy
115,062
+1,842
+2% +$80.6K 0.12% 170
2025
Q4 		$4.47M Sell
113,220
-139
-0.1% -$5.49K 0.1% 192
2025
Q3 		$4.55M Sell
113,359
-40
-0% -$1.69K 0.11% 173
2025
Q2 		$4.92M Buy
113,399
+7,695
+7% +$328K 0.14% 144
2025
Q1 		$5.02M Buy
105,704
+5,163
+5% +$242K 0.17% 116
2024
Q4 		$4.3M Sell
100,541
-3,297
-3% -$140K 0.14% 130
2024
Q3 		$4.21M Buy
103,838
+1,781
+2% +$72.6K 0.16% 119
2024
Q2 		$4.19M Buy
102,057
+797
+0.8% +$31.8K 0.17% 120
2024
Q1 		$4.17M Buy
101,260
+758
+0.8% +$28.7K 0.19% 111
2023
Q4 		$3.55M Sell
100,502
-689
-0.7% -$24.3K 0.19% 121
2023
Q3 		$3.54M Buy
101,191
+1,483
+1% +$50.7K 0.23% 92
2023
Q2 		$3.31M Buy
99,708
+7,996
+9% +$258K 0.23% 94
2023
Q1 		$2.91M Sell
91,712
-149
-0.2% -$4.87K 0.23% 101
2022
Q4 		$2.9M Sell
91,861
-4,399
-5% -$140K 0.25% 80
2022
Q3 		$2.74M Sell
96,260
-7,549
-7% -$227K 0.25% 75
2022
Q2 		$2.76M Sell
103,809
-12,985
-11% -$393K 0.29% 69
2022
Q1 		$3.52M Buy
116,794
+6,435
+6% +$188K 0.29% 64
2021
Q4 		$2.85M Buy
110,359
+2,619
+2% +$69.8K 0.24% 84
2021
Q3 		$2.81M Buy
107,740
+11,862
+12% +$313K 0.29% 74
2021
Q2 		$2.82M Buy
95,878
+19,010
+25% +$524K 0.3% 72
2021
Q1 		$1.83M Buy
76,868
+50,515
+192% +$1.14M 0.24% 106
2020
Q4 		$500K Buy
+26,353
New +$453K 0.07% 308

Other funds holding AMZA

AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $6.54B AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NA
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Independent Financial Group's AMZA Position: Q2 2026 in Review

Independent Financial Group increased its InfraCap MLP ETF (AMZA) stake by 3% in Q2 2026, buying an estimated $161K and bringing the position to 118,550 shares worth $5.48M. The position accounts for 0.1% of the portfolio, ranked #199.

Independent Financial Group first reported a position in AMZA in Q4 2020 and has held it in 23 quarters since. 64 funds tracked by Wall St. Rank hold AMZA as of Q2 2026.

  • Independent Financial Group held 118,550 shares of InfraCap MLP ETF worth $5.48M as of Q2 2026.
  • Independent Financial Group bought 3,488 InfraCap MLP ETF shares in Q2 2026, an estimated $161K.
  • InfraCap MLP ETF made up 0.1% of Independent Financial Group's portfolio in Q2 2026, its #199 holding.
  • Independent Financial Group first reported a position in InfraCap MLP ETF in Q4 2020 and has held it in 23 quarters since.
  • 64 funds tracked by Wall St. Rank held InfraCap MLP ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.