Avantax Advisory Services’s Alerian Energy Infrastructure ETF ENFR Stock Holding History

Avantax Advisory Services’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	$3.26M	Buy	101,088 +28,252	+39%	+$884K	0.02%	592
2025 Q1	$2.39M	Buy	72,836 +24,829	+52%	+$803K	0.01%	667
2024 Q4	$1.5M	Buy	48,007 +1,714	+4%	+$52.5K	0.01%	862
2024 Q3	$1.31M	Buy	46,293 +3	+0%	+$82	0.01%	888
2024 Q2	$1.23M	Buy	+46,290	New	+$1.19M	0.01%	875
2019 Q3	–	Sell	-12,212	Closed	-$263K	–	579
2019 Q2	$263K	Buy	12,212 +547	+5%	+$11.8K	0.01%	425
2019 Q1	$255K	Buy	11,665 +36	+0.3%	+$758	0.01%	397
2018 Q4	$209K	Buy	+11,629	New	+$238K	0.04%	373

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 $3.77B AUM 23.82% 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

Avantax Advisory Services's ENFR Position: Q2 2025 in Review

Avantax Advisory Services increased its Alerian Energy Infrastructure ETF (ENFR) stake by 39% in Q2 2025, buying an estimated $884K and bringing the position to 101,088 shares worth $3.26M. The position accounts for 0.02% of the portfolio, ranked #592.

Avantax Advisory Services first reported a position in ENFR in Q4 2018 and has held it in 8 quarters since. 98 funds tracked by Wall St. Rank hold ENFR as of Q2 2025.

Avantax Advisory Services held 101,088 shares of Alerian Energy Infrastructure ETF worth $3.26M as of Q2 2025.
Avantax Advisory Services bought 28,252 Alerian Energy Infrastructure ETF shares in Q2 2025, an estimated $884K.
Alerian Energy Infrastructure ETF made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #592 holding.
Avantax Advisory Services first reported a position in Alerian Energy Infrastructure ETF in Q4 2018 and has held it in 8 quarters since.
98 funds tracked by Wall St. Rank held Alerian Energy Infrastructure ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.