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Stratos Wealth Partners’s InfraCap MLP ETF AMZA Stock Holding History

Stratos Wealth Partners’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
2018
Q2 		– Sell
-84
Closed -$6K – 1036
2018
Q1 		$6K Buy
+84
New +$6.78K ﹤0.01% 2525
2017
Q4 		– Sell
-16,297
Closed -$1.52M – 2797
2017
Q3 		$1.52M Buy
16,297
+2,810
+21% +$263K 0.07% 263
2017
Q2 		$1.36M Buy
13,487
+9,032
+203% +$923K 0.07% 253
2017
Q1 		$498K Buy
+4,455
New +$495K 0.03% 420

Other funds holding AMZA

MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
ICA
Infrastructure Capital Advisors New York $1.44B AUM 7.19% 1-Year Est. Return
CC
Cedar Capital Barrington, Illinois $54.9M AUM 33.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GFPC
Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Stratos Wealth Partners's AMZA Position: Q2 2018 in Review

Stratos Wealth Partners sold out of InfraCap MLP ETF (AMZA) in Q2 2018, closing a stake of 84 shares — an estimated $6K sold.

Stratos Wealth Partners first reported a position in AMZA in Q1 2017 and held it in 4 quarters. The position peaked at $1.52M in Q3 2017. 61 funds tracked by Wall St. Rank hold AMZA as of Q2 2018.

  • Stratos Wealth Partners reported no remaining InfraCap MLP ETF position as of Q2 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 84 InfraCap MLP ETF shares in Q2 2018, an estimated $6K.
  • Stratos Wealth Partners first reported a position in InfraCap MLP ETF in Q1 2017 and held it in 4 quarters.
  • Stratos Wealth Partners's InfraCap MLP ETF position peaked at $1.52M in Q3 2017.
  • 61 funds tracked by Wall St. Rank held InfraCap MLP ETF as of Q2 2018.

Based on Stratos Wealth Partners's 13F filing for Q2 2018, filed 13 Aug 2018.