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Principal Securities’s InfraCap MLP ETF AMZA Stock Holding History

Principal Securities’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
Q1 		– Sell
-379
Closed -$13.4K – 3318
2023
Q4 		$13.4K Buy
+379
New +$13.4K ﹤0.01% 2118

Other funds holding AMZA

EH
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
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
ICA
Infrastructure Capital Advisors New York $1.44B AUM 7.19% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Principal Securities's AMZA Position: Q1 2024 in Review

Principal Securities sold out of InfraCap MLP ETF (AMZA) in Q1 2024, closing a stake of 379 shares — an estimated $13.4K sold.

Principal Securities first reported a position in AMZA in Q4 2023 and held it in 1 quarter. The position peaked at $13.4K in Q4 2023. 50 funds tracked by Wall St. Rank hold AMZA as of Q1 2024.

  • Principal Securities reported no remaining InfraCap MLP ETF position as of Q1 2024 after selling out during the quarter.
  • Principal Securities sold 379 InfraCap MLP ETF shares in Q1 2024, an estimated $13.4K.
  • Principal Securities first reported a position in InfraCap MLP ETF in Q4 2023 and held it in 1 quarter.
  • Principal Securities's InfraCap MLP ETF position peaked at $13.4K in Q4 2023.
  • 50 funds tracked by Wall St. Rank held InfraCap MLP ETF as of Q1 2024.

Based on Principal Securities's 13F filing for Q1 2024, filed 10 May 2024.