MFG
AMZA icon

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

Merit 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
Q3 		– Sell
-4,623
Closed -$200K – 1794
2025
Q2 		$200K Buy
4,623
+52
+1% +$2.21K ﹤0.01% 1566
2025
Q1 		$217K Buy
+4,571
New +$214K ﹤0.01% 1259
2020
Q4 		– Sell
-16,157
Closed -$218K – 218
2020
Q3 		$218K Buy
+16,157
New +$266K 0.02% 201
2020
Q1 		– Sell
-9,442
Closed -$427K – 224
2019
Q4 		$427K Buy
9,442
+29
+0.3% +$1.29K 0.04% 158
2019
Q3 		$464K Sell
9,413
-24
-0.3% -$1.24K 0.05% 91
2019
Q2 		$525K Buy
9,437
+30
+0.3% +$1.71K 0.06% 57
2019
Q1 		$560K Sell
9,407
-226
-2% -$13.3K 0.07% 53
2018
Q4 		$483K Sell
9,633
-3,086
-24% -$197K 0.07% 53
2018
Q3 		$947K Sell
12,719
-1,970
-13% -$152K 0.15% 30
2018
Q2 		$1.07M Buy
14,689
+38
+0.3% +$2.82K 0.19% 26
2018
Q1 		$1M Buy
14,651
+1,046
+8% +$84.4K 0.2% 22
2017
Q4 		$1.17M Buy
+13,605
New +$1.15M 0.25% 20

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

Merit Financial Group's AMZA Position: Q3 2025 in Review

Merit Financial Group sold out of InfraCap MLP ETF (AMZA) in Q3 2025, closing a stake of 4,623 shares — an estimated $200K sold.

Merit Financial Group first reported a position in AMZA in Q4 2017 and held it in 12 quarters. The position peaked at $1.17M in Q4 2017. 63 funds tracked by Wall St. Rank hold AMZA as of Q3 2025.

  • Merit Financial Group reported no remaining InfraCap MLP ETF position as of Q3 2025 after selling out during the quarter.
  • Merit Financial Group sold 4,623 InfraCap MLP ETF shares in Q3 2025, an estimated $200K.
  • Merit Financial Group first reported a position in InfraCap MLP ETF in Q4 2017 and held it in 12 quarters.
  • Merit Financial Group's InfraCap MLP ETF position peaked at $1.17M in Q4 2017.
  • 63 funds tracked by Wall St. Rank held InfraCap MLP ETF as of Q3 2025.

Based on Merit Financial Group's 13F filing for Q3 2025, filed 20 Oct 2025.