Osbon Capital Management’s InfraCap MLP ETF AMZA Stock Holding History

Osbon Capital Management’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	–	Sell	-83	Closed	-$3.83K	–	430
2026 Q1	$3.83K	Buy	+83	New	+$3.63K	﹤0.01%	379

Other funds holding AMZA

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

IFG

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

GRP

Global Retirement Partners San Rafael, California $6.54B AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osbon Capital Management's AMZA Position: Q2 2026 in Review

Osbon Capital Management sold out of InfraCap MLP ETF (AMZA) in Q2 2026, closing a stake of 83 shares — an estimated $3.83K sold.

Osbon Capital Management first reported a position in AMZA in Q1 2026 and held it in 1 quarter. The position peaked at $3.83K in Q1 2026. 66 funds tracked by Wall St. Rank hold AMZA as of Q2 2026.

Osbon Capital Management reported no remaining InfraCap MLP ETF position as of Q2 2026 after selling out during the quarter.
Osbon Capital Management sold 83 InfraCap MLP ETF shares in Q2 2026, an estimated $3.83K.
Osbon Capital Management first reported a position in InfraCap MLP ETF in Q1 2026 and held it in 1 quarter.
Osbon Capital Management's InfraCap MLP ETF position peaked at $3.83K in Q1 2026.
66 funds tracked by Wall St. Rank held InfraCap MLP ETF as of Q2 2026.

Based on Osbon Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.