Angeles Wealth Management’s Alerian Energy Infrastructure ETF ENFR Stock Holding History

Angeles Wealth Management’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
2025 Q4	–	Sell	-7,000	Closed	-$227K	–	474
2025 Q3	$227K	Hold	7,000	–	–	0.01%	303
2025 Q2	$226K	Sell	7,000 -2,500	-26%	-$78.2K	0.02%	304
2025 Q1	$311K	Hold	9,500	–	–	0.03%	202
2024 Q4	$296K	Buy	+9,500	New	+$291K	0.02%	213
2024 Q3	–	Sell	-7,996	Closed	-$212K	–	337
2024 Q2	$212K	Hold	7,996	–	–	0.02%	222
2024 Q1	$203K	Buy	+7,996	New	+$189K	0.02%	215

Other funds holding ENFR

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

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

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

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

AAM

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

MHI

Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return

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

WWM

WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Angeles Wealth Management's ENFR Position: Q4 2025 in Review

Angeles Wealth Management sold out of Alerian Energy Infrastructure ETF (ENFR) in Q4 2025, closing a stake of 7,000 shares — an estimated $227K sold.

Angeles Wealth Management first reported a position in ENFR in Q1 2024 and held it in 6 quarters. The position peaked at $311K in Q1 2025. 105 funds tracked by Wall St. Rank hold ENFR as of Q4 2025.

Angeles Wealth Management reported no remaining Alerian Energy Infrastructure ETF position as of Q4 2025 after selling out during the quarter.
Angeles Wealth Management sold 7,000 Alerian Energy Infrastructure ETF shares in Q4 2025, an estimated $227K.
Angeles Wealth Management first reported a position in Alerian Energy Infrastructure ETF in Q1 2024 and held it in 6 quarters.
Angeles Wealth Management's Alerian Energy Infrastructure ETF position peaked at $311K in Q1 2025.
105 funds tracked by Wall St. Rank held Alerian Energy Infrastructure ETF as of Q4 2025.

Based on Angeles Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.