SAG
AMZA icon

SageView Advisory Group’s InfraCap MLP ETF AMZA Stock Holding History

SageView Advisory 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
2026
Q1 		– Sell
-162
Closed -$6.4K – 659
2025
Q4 		$6.4K Buy
+162
New +$6.39K ﹤0.01% 1881

Other funds holding AMZA

EH
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
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
GAA
Global Assets Advisory Orlando, Florida $458M AUM 29.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NA
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SageView Advisory Group's AMZA Position: Q1 2026 in Review

SageView Advisory Group sold out of InfraCap MLP ETF (AMZA) in Q1 2026, closing a stake of 162 shares — an estimated $6.4K sold.

SageView Advisory Group first reported a position in AMZA in Q4 2025 and held it in 1 quarter. The position peaked at $6.4K in Q4 2025. 71 funds tracked by Wall St. Rank hold AMZA as of Q1 2026.

  • SageView Advisory Group reported no remaining InfraCap MLP ETF position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 162 InfraCap MLP ETF shares in Q1 2026, an estimated $6.4K.
  • SageView Advisory Group first reported a position in InfraCap MLP ETF in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's InfraCap MLP ETF position peaked at $6.4K in Q4 2025.
  • 71 funds tracked by Wall St. Rank held InfraCap MLP ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.