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Tradition Wealth Management’s InfraCap MLP ETF AMZA Stock Holding History

Tradition Wealth Management’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
2024
Q1 		– Sell
-1,454
Closed -$51K – 429
2023
Q4 		$51K Sell
1,454
-42
-3% -$1.48K 0.01% 620
2023
Q3 		$52K Buy
1,496
+31
+2% +$1.06K 0.01% 593
2023
Q2 		$49K Buy
1,465
+32
+2% +$1.03K 0.01% 624
2023
Q1 		$46K Buy
1,433
+49
+4% +$1.6K 0.01% 627
2022
Q4 		$44K Buy
1,384
+9
+0.7% +$286 0.01% 562
2022
Q3 		$39K Buy
1,375
+30
+2% +$902 0.01% 571
2022
Q2 		$36K Buy
1,345
+30
+2% +$908 0.01% 529
2022
Q1 		$40K Buy
1,315
+38
+3% +$1.11K 0.01% 559
2021
Q4 		$33K Buy
1,277
+21
+2% +$560 ﹤0.01% 625
2021
Q3 		$33K Buy
1,256
+31
+3% +$818 ﹤0.01% 617
2021
Q2 		$36K Buy
1,225
+28
+2% +$772 0.01% 615
2021
Q1 		$29K Buy
1,197
+47
+4% +$1.06K 0.01% 552
2020
Q4 		$22K Buy
+1,150
New +$19.8K ﹤0.01% 571

Other funds holding AMZA

EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
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
ICA
Infrastructure Capital Advisors New York $1.44B AUM 7.19% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Tradition Wealth Management's AMZA Position: Q1 2024 in Review

Tradition Wealth Management sold out of InfraCap MLP ETF (AMZA) in Q1 2024, closing a stake of 1,454 shares — an estimated $51K sold.

Tradition Wealth Management first reported a position in AMZA in Q4 2020 and held it in 13 quarters. The position peaked at $52K in Q3 2023. 50 funds tracked by Wall St. Rank hold AMZA as of Q1 2024.

  • Tradition Wealth Management reported no remaining InfraCap MLP ETF position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 1,454 InfraCap MLP ETF shares in Q1 2024, an estimated $51K.
  • Tradition Wealth Management first reported a position in InfraCap MLP ETF in Q4 2020 and held it in 13 quarters.
  • Tradition Wealth Management's InfraCap MLP ETF position peaked at $52K in Q3 2023.
  • 50 funds tracked by Wall St. Rank held InfraCap MLP ETF as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.