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Sigma Planning Corp’s InfraCap MLP ETF AMZA Stock Holding History

Sigma Planning Corp’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
Q4 		– Sell
-5,517
Closed -$224K – 1166
2024
Q3 		$224K Buy
5,517
+74
+1% +$3.02K 0.01% 1088
2024
Q2 		$224K Buy
5,443
+84
+2% +$3.35K 0.01% 1035
2024
Q1 		$221K Buy
+5,359
New +$203K 0.01% 1098
2017
Q2 		– Sell
-1,397
Closed -$156K – 793
2017
Q1 		$156K Buy
+1,397
New +$155K 0.02% 719
2016
Q4 		– Sell
-1,487
Closed -$172K – 736
2016
Q3 		$172K Buy
+1,487
New +$169K 0.02% 679

Other funds holding AMZA

EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM
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 $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
ICA
Infrastructure Capital Advisors New York $1.44B AUM 7.19% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
BWCS
Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return

Sigma Planning Corp's AMZA Position: Q4 2024 in Review

Sigma Planning Corp sold out of InfraCap MLP ETF (AMZA) in Q4 2024, closing a stake of 5,517 shares — an estimated $224K sold.

Sigma Planning Corp first reported a position in AMZA in Q3 2016 and held it in 5 quarters. The position peaked at $224K in Q3 2024. 63 funds tracked by Wall St. Rank hold AMZA as of Q4 2024.

  • Sigma Planning Corp reported no remaining InfraCap MLP ETF position as of Q4 2024 after selling out during the quarter.
  • Sigma Planning Corp sold 5,517 InfraCap MLP ETF shares in Q4 2024, an estimated $224K.
  • Sigma Planning Corp first reported a position in InfraCap MLP ETF in Q3 2016 and held it in 5 quarters.
  • Sigma Planning Corp's InfraCap MLP ETF position peaked at $224K in Q3 2024.
  • 63 funds tracked by Wall St. Rank held InfraCap MLP ETF as of Q4 2024.

Based on Sigma Planning Corp's 13F filing for Q4 2024, filed 3 Feb 2025.