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Larson Financial Group’s InfraCap MLP ETF AMZA Stock Holding History

Larson 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
2025
Q1 		– Sell
-300
Closed -$12.8K – 3070
2024
Q4 		$12.8K Hold
300
– – ﹤0.01% 1395
2024
Q3 		$12.2K Buy
+300
New +$12.2K ﹤0.01% 1399

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

Larson Financial Group's AMZA Position: Q1 2025 in Review

Larson Financial Group sold out of InfraCap MLP ETF (AMZA) in Q1 2025, closing a stake of 300 shares — an estimated $12.8K sold.

Larson Financial Group first reported a position in AMZA in Q3 2024 and held it in 2 quarters. The position peaked at $12.8K in Q4 2024. 60 funds tracked by Wall St. Rank hold AMZA as of Q1 2025.

  • Larson Financial Group reported no remaining InfraCap MLP ETF position as of Q1 2025 after selling out during the quarter.
  • Larson Financial Group sold 300 InfraCap MLP ETF shares in Q1 2025, an estimated $12.8K.
  • Larson Financial Group first reported a position in InfraCap MLP ETF in Q3 2024 and held it in 2 quarters.
  • Larson Financial Group's InfraCap MLP ETF position peaked at $12.8K in Q4 2024.
  • 60 funds tracked by Wall St. Rank held InfraCap MLP ETF as of Q1 2025.

Based on Larson Financial Group's 13F filing for Q1 2025, filed 2 May 2025.