Atria Wealth Solutions’s Alerian Energy Infrastructure ETF ENFR Stock Holding History

Atria Wealth Solutions’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 Q2	$580K	Sell	18,000 -651	-3%	-$20.4K	0.01%	847
2025 Q1	$611K	Buy	18,651 +119	+0.6%	+$3.85K	0.01%	1101
2024 Q4	$577K	Buy	+18,532	New	+$568K	0.01%	1193
2023 Q3	–	Sell	-12,176	Closed	-$266K	–	1894
2023 Q2	$266K	Buy	+12,176	New	+$257K	﹤0.01%	1517

Other funds holding ENFR

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MHI

Miller Howard Investments Kingston, New York $3.66B AUM 20.05% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

WWM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Atria Wealth Solutions's ENFR Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Alerian Energy Infrastructure ETF (ENFR) stake by 3.5% in Q2 2025, selling an estimated $20.4K and leaving 18,000 shares worth $580K. The position accounts for 0.01% of the portfolio, ranked #847.

Atria Wealth Solutions first reported a position in ENFR in Q2 2023 and has held it in 4 quarters since. The position peaked at $611K in Q1 2025. 98 funds tracked by Wall St. Rank hold ENFR as of Q2 2025.

Atria Wealth Solutions held 18,000 shares of Alerian Energy Infrastructure ETF worth $580K as of Q2 2025.
Atria Wealth Solutions sold 651 Alerian Energy Infrastructure ETF shares in Q2 2025, an estimated $20.4K.
Alerian Energy Infrastructure ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #847 holding.
Atria Wealth Solutions first reported a position in Alerian Energy Infrastructure ETF in Q2 2023 and has held it in 4 quarters since.
Atria Wealth Solutions's Alerian Energy Infrastructure ETF position peaked at $611K in Q1 2025.
98 funds tracked by Wall St. Rank held Alerian Energy Infrastructure ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.