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Laurel Wealth Advisors (North Carolina)’s InfraCap MLP ETF AMZA Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
2021
Q3 		– Sell
-98
Closed -$3K – 670
2021
Q2 		$3K Buy
98
+22
+29% +$607 ﹤0.01% 595
2021
Q1 		$2K Buy
+76
New +$1.71K ﹤0.01% 592

Other funds holding AMZA

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GG
Golden Green Seneca, South Carolina $97.4M AUM 20.83% 1-Year Est. Return
ICA
Infrastructure Capital Advisors New York $1.44B AUM 7.19% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BWCS
Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return
RIM
Regent Investment Management Louisville, Kentucky $373M AUM 10.22% 1-Year Est. Return
APW
Aurora Private Wealth Rockaway, New Jersey $158M AUM

Laurel Wealth Advisors (North Carolina)'s AMZA Position: Q3 2021 in Review

Laurel Wealth Advisors (North Carolina) sold out of InfraCap MLP ETF (AMZA) in Q3 2021, closing a stake of 98 shares — an estimated $3K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in AMZA in Q1 2021 and held it in 2 quarters. The position peaked at $3K in Q2 2021. 30 funds tracked by Wall St. Rank hold AMZA as of Q3 2021.

  • Laurel Wealth Advisors (North Carolina) reported no remaining InfraCap MLP ETF position as of Q3 2021 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 98 InfraCap MLP ETF shares in Q3 2021, an estimated $3K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in InfraCap MLP ETF in Q1 2021 and held it in 2 quarters.
  • Laurel Wealth Advisors (North Carolina)'s InfraCap MLP ETF position peaked at $3K in Q2 2021.
  • 30 funds tracked by Wall St. Rank held InfraCap MLP ETF as of Q3 2021.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q3 2021, filed 12 Nov 2021.