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 Q2	$292K	Buy	6,312 +2	+0%	+$93	0.01%	882
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

Other funds holding AMZA

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

IFG

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

GRP

Global Retirement Partners San Rafael, California $6.54B AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Sowell Financial Services's AMZA Position: Q2 2026 in Review

Sowell Financial Services increased its InfraCap MLP ETF (AMZA) stake by 0.03% in Q2 2026, buying an estimated $93 and bringing the position to 6,312 shares worth $292K. The position accounts for 0.01% of the portfolio, ranked #882.

Sowell Financial Services first reported a position in AMZA in Q1 2025 and has held it in 6 quarters since. The position peaked at $295K in Q1 2025. 66 funds tracked by Wall St. Rank hold AMZA as of Q2 2026.

Sowell Financial Services held 6,312 shares of InfraCap MLP ETF worth $292K as of Q2 2026.
Sowell Financial Services bought 2 InfraCap MLP ETF shares in Q2 2026, an estimated $93.
InfraCap MLP ETF made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #882 holding.
Sowell Financial Services first reported a position in InfraCap MLP ETF in Q1 2025 and has held it in 6 quarters since.
Sowell Financial Services's InfraCap MLP ETF position peaked at $295K in Q1 2025.
66 funds tracked by Wall St. Rank held InfraCap MLP ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.