UBS Group
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UBS Group’s InfraCap MLP ETF AMZA Stock Holding History

UBS Group’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
Q1 		$6.08K Buy
+132
New +$5.78K ﹤0.01% 8717
2025
Q4 		– Sell
-1,303
Closed -$52.4K – 10465
2025
Q3 		$52.4K Buy
1,303
+616
+90% +$26.1K ﹤0.01% 7530
2025
Q2 		$29.8K Sell
687
-5,570
-89% -$237K ﹤0.01% 8164
2025
Q1 		$297K Buy
6,257
+5,857
+1,464% +$275K ﹤0.01% 6251
2024
Q4 		$17.1K Sell
400
-177
-31% -$7.51K ﹤0.01% 7983
2024
Q3 		$23.4K Buy
+577
New +$23.5K ﹤0.01% 7278
2023
Q2 		– Sell
-1,322
Closed -$42K – 8861
2023
Q1 		$42K Sell
1,322
-1,051
-44% -$34.3K ﹤0.01% 6577
2022
Q4 		$75K Buy
2,373
+2,276
+2,346% +$72.3K ﹤0.01% 6372
2022
Q3 		$3K Sell
97
-915
-90% -$27.5K ﹤0.01% 9508
2022
Q2 		$27K Buy
+1,012
New +$30.6K ﹤0.01% 6496
2022
Q1 		– Sell
-1,266
Closed -$33K – 10198
2021
Q4 		$33K Buy
+1,266
New +$33.8K ﹤0.01% 7292
2021
Q3 		– Sell
-2,029
Closed -$59K – 9493
2021
Q2 		$59K Buy
+2,029
New +$56K ﹤0.01% 6284
2020
Q4 		– Sell
-1,268
Closed -$17K – 8359
2020
Q3 		$17K Buy
1,268
+683
+117% +$11.2K ﹤0.01% 6433
2020
Q2 		$10K Sell
585
-4,440
-88% -$78K ﹤0.01% 6997
2020
Q1 		$55K Buy
5,025
+3,936
+361% +$128K ﹤0.01% 5756
2019
Q4 		$49K Sell
1,089
-1,379
-56% -$61.2K ﹤0.01% 6355
2019
Q3 		$122K Buy
2,468
+1,718
+229% +$88.7K ﹤0.01% 5636
2019
Q2 		$42K Buy
+750
New +$42.6K ﹤0.01% 6061
2019
Q1 		– Sell
-1,435
Closed -$72K – 7701
2018
Q4 		$72K Buy
1,435
+685
+91% +$43.7K ﹤0.01% 5808
2018
Q3 		$56K Buy
750
+709
+1,729% +$54.7K ﹤0.01% 6075
2018
Q2 		$3K Sell
41
-1,163
-97% -$86.2K ﹤0.01% 7615
2018
Q1 		$82K Buy
+1,204
New +$97.1K ﹤0.01% 5352
2016
Q1 		– Sell
-189
Closed -$21K – 7606
2015
Q4 		$21K Buy
189
+169
+845% +$21.6K ﹤0.01% 6701
2015
Q3 		$3K Buy
+20
New +$3.38K ﹤0.01% 7925

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
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GAA
Global Assets Advisory Orlando, Florida $349M AUM 24.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group's AMZA Position: Q1 2026 in Review

UBS Group opened a new position in InfraCap MLP ETF (AMZA) in Q1 2026: 132 shares worth $6.08K. The stake represents ﹤0.01% of the portfolio and ranks #8717 among its holdings. This is a return to the name: UBS Group previously reported a position in AMZA as recently as Q3 2025.

UBS Group first reported a position in AMZA in Q3 2015 and has held it in 24 quarters since. The position peaked at $297K in Q1 2025. 70 funds tracked by Wall St. Rank hold AMZA as of Q1 2026.

  • UBS Group held 132 shares of InfraCap MLP ETF worth $6.08K as of Q1 2026.
  • InfraCap MLP ETF was a new UBS Group position in Q1 2026.
  • InfraCap MLP ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #8717 holding.
  • UBS Group first reported a position in InfraCap MLP ETF in Q3 2015 and has held it in 24 quarters since.
  • UBS Group's InfraCap MLP ETF position peaked at $297K in Q1 2025.
  • 70 funds tracked by Wall St. Rank held InfraCap MLP ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.