Planning Capital Management Corporation’s InfraCap MLP ETF AMZA Stock Holding History

Planning Capital Management Corporation’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
2024 Q3	$13.3K	Buy	+328	New	+$13.4K	0.01%	392

Other funds holding AMZA

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

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

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

GRP

Global Retirement Partners San Rafael, California $5.64B AUM

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

FEM

Fulcrum Equity Management Plano, Texas $136M AUM 42.95% 1-Year Est. Return

Planning Capital Management Corporation's AMZA Position: Q3 2024 in Review

Planning Capital Management Corporation opened a new position in InfraCap MLP ETF (AMZA) in Q3 2024: 328 shares worth $13.3K. The stake represents 0.01% of the portfolio and ranks #392 among its holdings.

58 funds tracked by Wall St. Rank hold AMZA as of Q3 2024.

Planning Capital Management Corporation held 328 shares of InfraCap MLP ETF worth $13.3K as of Q3 2024.
InfraCap MLP ETF was a new Planning Capital Management Corporation position in Q3 2024.
InfraCap MLP ETF made up 0.01% of Planning Capital Management Corporation's portfolio in Q3 2024, its #392 holding.
58 funds tracked by Wall St. Rank held InfraCap MLP ETF as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.