Action Point Financial Planning’s Alerian Energy Infrastructure ETF ENFR Stock Holding History

Action Point Financial Planning’s Portfolio ENFR Stock Details ENFR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$65.8K	Buy	+1,727	New	+$65.9K	0.01%	730

Other funds holding ENFR

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GHI

Gross & Hartman Investments Leola, Pennsylvania $226M AUM

SHFC

Safe Harbor Family Capital Chapel Hill, North Carolina $150M AUM

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Action Point Financial Planning's ENFR Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Alerian Energy Infrastructure ETF (ENFR) in Q2 2026: 1,727 shares worth $65.8K. The stake represents 0.01% of the portfolio and ranks #730 among its holdings.

128 funds tracked by Wall St. Rank hold ENFR as of Q2 2026.

Action Point Financial Planning held 1,727 shares of Alerian Energy Infrastructure ETF worth $65.8K as of Q2 2026.
Alerian Energy Infrastructure ETF was a new Action Point Financial Planning position in Q2 2026.
Alerian Energy Infrastructure ETF made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #730 holding.
128 funds tracked by Wall St. Rank held Alerian Energy Infrastructure ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.