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TCI Wealth Advisors’s InfraCap MLP ETF AMZA Stock Holding History

TCI Wealth Advisors’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
2021
Q3 		– Sell
-250
Closed -$7K – 2368
2021
Q2 		$7K Buy
+250
New +$6.89K ﹤0.01% 1176
2018
Q4 		– Sell
-763
Closed -$57K – 1432
2018
Q3 		$57K Buy
763
+21
+3% +$1.62K 0.02% 314
2018
Q2 		$54K Buy
742
+227
+44% +$16.8K 0.02% 305
2018
Q1 		$35K Buy
515
+15
+3% +$1.21K 0.02% 381
2017
Q4 		$43K Buy
500
+350
+233% +$29.5K 0.02% 365
2017
Q3 		$14K Buy
+150
New +$14K 0.01% 526

Other funds holding AMZA

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GG
Golden Green Seneca, South Carolina $97.4M AUM 20.83% 1-Year Est. Return
ICA
Infrastructure Capital Advisors New York $1.44B AUM 7.19% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BWCS
Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return
RIM
Regent Investment Management Louisville, Kentucky $373M AUM 10.22% 1-Year Est. Return
APW
Aurora Private Wealth Rockaway, New Jersey $140M AUM

TCI Wealth Advisors's AMZA Position: Q3 2021 in Review

TCI Wealth Advisors sold out of InfraCap MLP ETF (AMZA) in Q3 2021, closing a stake of 250 shares — an estimated $7K sold.

TCI Wealth Advisors first reported a position in AMZA in Q3 2017 and held it in 6 quarters. The position peaked at $57K in Q3 2018. 30 funds tracked by Wall St. Rank hold AMZA as of Q3 2021.

  • TCI Wealth Advisors reported no remaining InfraCap MLP ETF position as of Q3 2021 after selling out during the quarter.
  • TCI Wealth Advisors sold 250 InfraCap MLP ETF shares in Q3 2021, an estimated $7K.
  • TCI Wealth Advisors first reported a position in InfraCap MLP ETF in Q3 2017 and held it in 6 quarters.
  • TCI Wealth Advisors's InfraCap MLP ETF position peaked at $57K in Q3 2018.
  • 30 funds tracked by Wall St. Rank held InfraCap MLP ETF as of Q3 2021.

Based on TCI Wealth Advisors's 13F filing for Q3 2021, filed 29 Oct 2021.