AWM
ENFR icon

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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.66B AUM 20.05% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $336M AUM 19.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return