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 Q2	$734K	Sell	19,269 -2,166	-10%	-$82.6K	0.02%	605
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 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 $104B AUM 28.3% 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

Atomi Financial Group's ENFR Position: Q2 2026 in Review

Atomi Financial Group reduced its Alerian Energy Infrastructure ETF (ENFR) stake by 10% in Q2 2026, selling an estimated $82.6K and leaving 19,269 shares worth $734K. The position accounts for 0.02% of the portfolio, ranked #605.

Atomi Financial Group first reported a position in ENFR in Q4 2023 and has held it in 11 quarters since. The position peaked at $819K in Q1 2026. 129 funds tracked by Wall St. Rank hold ENFR as of Q2 2026.

Atomi Financial Group held 19,269 shares of Alerian Energy Infrastructure ETF worth $734K as of Q2 2026.
Atomi Financial Group sold 2,166 Alerian Energy Infrastructure ETF shares in Q2 2026, an estimated $82.6K.
Alerian Energy Infrastructure ETF made up 0.02% of Atomi Financial Group's portfolio in Q2 2026, its #605 holding.
Atomi Financial Group first reported a position in Alerian Energy Infrastructure ETF in Q4 2023 and has held it in 11 quarters since.
Atomi Financial Group's Alerian Energy Infrastructure ETF position peaked at $819K in Q1 2026.
129 funds tracked by Wall St. Rank held Alerian Energy Infrastructure ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.