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WR Wealth Planners’s InfraCap MLP ETF AMZA Stock Holding History

WR Wealth Planners’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
Q4 		$3.83K Buy
90
+1
+1% +$42 ﹤0.01% 745
2024
Q3 		$3.62K Buy
89
+2
+2% +$82 ﹤0.01% 795
2024
Q2 		$3.59K Buy
87
+1
+1% +$40 ﹤0.01% 773
2024
Q1 		$3.53K Buy
+86
New +$3.25K ﹤0.01% 785

Other funds holding AMZA

EH
Equitable Holdings New York $15.5B AUM 19.09% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
ICA
Infrastructure Capital Advisors New York $1.44B AUM 7.19% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
BWCS
Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return

WR Wealth Planners's AMZA Position: Q4 2024 in Review

WR Wealth Planners increased its InfraCap MLP ETF (AMZA) stake by 1.1% in Q4 2024, buying an estimated $42 and bringing the position to 90 shares worth $3.83K. The position accounts for ﹤0.01% of the portfolio, ranked #745.

WR Wealth Planners first reported a position in AMZA in Q1 2024 and has held it in 4 quarters since. 63 funds tracked by Wall St. Rank hold AMZA as of Q4 2024.

  • WR Wealth Planners held 90 shares of InfraCap MLP ETF worth $3.83K as of Q4 2024.
  • WR Wealth Planners bought 1 InfraCap MLP ETF share in Q4 2024, an estimated $42.
  • InfraCap MLP ETF made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #745 holding.
  • WR Wealth Planners first reported a position in InfraCap MLP ETF in Q1 2024 and has held it in 4 quarters since.
  • 63 funds tracked by Wall St. Rank held InfraCap MLP ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.