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Stephens Inc’s InfraCap MLP ETF AMZA Stock Holding History

Stephens Inc’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
2025
Q3 		– Sell
-9,478
Closed -$411K – 1323
2025
Q2 		$411K Buy
9,478
+1,388
+17% +$59.1K 0.01% 907
2025
Q1 		$384K Buy
8,090
+4
+0% +$188 0.01% 904
2024
Q4 		$346K Hold
8,086
– – ﹤0.01% 963
2024
Q3 		$328K Buy
8,086
+2
+0% +$82 ﹤0.01% 991
2024
Q2 		$332K Buy
+8,084
New +$322K 0.01% 964

Other funds holding AMZA

EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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
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
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
ICA
Infrastructure Capital Advisors New York $1.44B AUM 7.19% 1-Year Est. Return

Stephens Inc's AMZA Position: Q3 2025 in Review

Stephens Inc sold out of InfraCap MLP ETF (AMZA) in Q3 2025, closing a stake of 9,478 shares — an estimated $411K sold.

Stephens Inc first reported a position in AMZA in Q2 2024 and held it in 5 quarters. The position peaked at $411K in Q2 2025. 63 funds tracked by Wall St. Rank hold AMZA as of Q3 2025.

  • Stephens Inc reported no remaining InfraCap MLP ETF position as of Q3 2025 after selling out during the quarter.
  • Stephens Inc sold 9,478 InfraCap MLP ETF shares in Q3 2025, an estimated $411K.
  • Stephens Inc first reported a position in InfraCap MLP ETF in Q2 2024 and held it in 5 quarters.
  • Stephens Inc's InfraCap MLP ETF position peaked at $411K in Q2 2025.
  • 63 funds tracked by Wall St. Rank held InfraCap MLP ETF as of Q3 2025.

Based on Stephens Inc's 13F filing for Q3 2025, filed 27 Oct 2025.