Sowell Financial Services’s InfraCap MLP ETF AMZA Stock Holding History

Sowell Financial Services’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	$291K	Buy	6,310 +110	+2%	+$4.82K	0.01%	842
2025 Q4	$245K	Hold	6,200	–	–	0.01%	920
2025 Q3	$249K	Hold	6,200	–	–	0.01%	893
2025 Q2	$269K	Hold	6,200	–	–	0.01%	837
2025 Q1	$295K	Buy	+6,200	New	+$291K	0.01%	776

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

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return

Global Assets Advisory Orlando, Florida $342M AUM 24.2% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return

Infrastructure Capital Advisors New York $1.07B AUM 7.19% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return