Optimum Investment Advisors’s InfraCap MLP ETF AMZA Stock Holding History

Optimum Investment Advisors’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 Q1	–	Sell	-200	Closed	-$4K	–	908
2020 Q4	$4K	Hold	200	–	–	﹤0.01%	795
2020 Q3	$3K	Hold	200	–	–	﹤0.01%	794
2020 Q2	$3K	Hold	200	–	–	﹤0.01%	773
2020 Q1	$2K	Sell	200 -320	-62%	-$10.4K	﹤0.01%	805
2019 Q4	$24K	Hold	520	–	–	0.01%	640
2019 Q3	$26K	Hold	520	–	–	0.01%	629
2019 Q2	$29K	Hold	520	–	–	0.01%	617
2019 Q1	$31K	Hold	520	–	–	0.01%	608
2018 Q4	$26K	Hold	520	–	–	0.01%	599
2018 Q3	$39K	Hold	520	–	–	0.01%	588
2018 Q2	$38K	Hold	520	–	–	0.01%	585
2018 Q1	$36K	Buy	+520	New	+$41.9K	0.01%	585

Other funds holding AMZA

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Golden Green Seneca, South Carolina $97.4M AUM 20.83% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

ICA

Infrastructure Capital Advisors New York $1.44B AUM 7.19% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RIM

Regent Investment Management Louisville, Kentucky $373M AUM 10.22% 1-Year Est. Return

APWA

Atlas Private Wealth Advisors Matawan, New Jersey $425M AUM 14.73% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

APW

Aurora Private Wealth Rockaway, New Jersey $158M AUM

Optimum Investment Advisors's AMZA Position: Q1 2021 in Review

Optimum Investment Advisors sold out of InfraCap MLP ETF (AMZA) in Q1 2021, closing a stake of 200 shares — an estimated $4K sold.

Optimum Investment Advisors first reported a position in AMZA in Q1 2018 and held it in 12 quarters. The position peaked at $39K in Q3 2018. 36 funds tracked by Wall St. Rank hold AMZA as of Q1 2021.

Optimum Investment Advisors reported no remaining InfraCap MLP ETF position as of Q1 2021 after selling out during the quarter.
Optimum Investment Advisors sold 200 InfraCap MLP ETF shares in Q1 2021, an estimated $4K.
Optimum Investment Advisors first reported a position in InfraCap MLP ETF in Q1 2018 and held it in 12 quarters.
Optimum Investment Advisors's InfraCap MLP ETF position peaked at $39K in Q3 2018.
36 funds tracked by Wall St. Rank held InfraCap MLP ETF as of Q1 2021.

Based on Optimum Investment Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.