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Atomi Financial Group’s Alerian Energy Infrastructure ETF ENFR Stock Holding History

Atomi Financial Group’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
Q1 		$819K Sell
21,435
-277
-1% -$9.76K 0.03% 504
2025
Q4 		$683K Buy
21,712
+996
+5% +$30.9K 0.02% 556
2025
Q3 		$671K Buy
20,716
+1,324
+7% +$42.1K 0.02% 524
2025
Q2 		$625K Buy
19,392
+1,127
+6% +$35.3K 0.02% 503
2025
Q1 		$599K Buy
18,265
+2,214
+14% +$71.6K 0.03% 457
2024
Q4 		$500K Buy
16,051
+656
+4% +$20.1K 0.03% 478
2024
Q3 		$435K Buy
15,395
+945
+7% +$25.9K 0.03% 513
2024
Q2 		$384K Buy
14,450
+1,272
+10% +$32.6K 0.03% 482
2024
Q1 		$335K Buy
13,178
+2,120
+19% +$50.1K 0.03% 496
2023
Q4 		$255K Buy
+11,058
New +$249K 0.04% 466

Other funds holding ENFR

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GHI
Gross & Hartman Investments Leola, Pennsylvania $192M AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Atomi Financial Group's ENFR Position: Q1 2026 in Review

Atomi Financial Group reduced its Alerian Energy Infrastructure ETF (ENFR) stake by 1.3% in Q1 2026, selling an estimated $9.76K and leaving 21,435 shares worth $819K. The position accounts for 0.03% of the portfolio, ranked #504.

Atomi Financial Group first reported a position in ENFR in Q4 2023 and has held it in 10 quarters since. 117 funds tracked by Wall St. Rank hold ENFR as of Q1 2026.

  • Atomi Financial Group held 21,435 shares of Alerian Energy Infrastructure ETF worth $819K as of Q1 2026.
  • Atomi Financial Group sold 277 Alerian Energy Infrastructure ETF shares in Q1 2026, an estimated $9.76K.
  • Alerian Energy Infrastructure ETF made up 0.03% of Atomi Financial Group's portfolio in Q1 2026, its #504 holding.
  • Atomi Financial Group first reported a position in Alerian Energy Infrastructure ETF in Q4 2023 and has held it in 10 quarters since.
  • 117 funds tracked by Wall St. Rank held Alerian Energy Infrastructure ETF as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.