Aveo Capital Partners’s Alerian Energy Infrastructure ETF ENFR Stock Holding History

Aveo Capital Partners’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	–	Sell	-10,702	Closed	-$334K	–	58
2025 Q1	$334K	Buy	10,702 +1,080	+11%	+$34.9K	0.06%	137
2024 Q4	$300K	Buy	9,622 +69	+0.7%	+$2.12K	0.03%	287
2024 Q3	$270K	Buy	9,553 +874	+10%	+$24K	0.03%	295
2024 Q2	$231K	Buy	8,679 +67	+0.8%	+$1.72K	0.03%	289
2024 Q1	$219K	Sell	8,612 -1,210	-12%	-$28.6K	0.02%	339
2023 Q4	$227K	Sell	9,822 -611	-6%	-$13.7K	0.03%	307
2023 Q3	$231K	Buy	+10,433	New	+$232K	0.03%	302
2022 Q3	–	Sell	-17,300	Closed	-$349K	–	278
2022 Q2	$349K	Buy	+17,300	New	+$387K	0.06%	209

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

Aveo Capital Partners's ENFR Position: Q2 2025 in Review

Aveo Capital Partners sold out of Alerian Energy Infrastructure ETF (ENFR) in Q2 2025, closing a stake of 10,702 shares — an estimated $334K sold.

Aveo Capital Partners first reported a position in ENFR in Q2 2022 and held it in 8 quarters. The position peaked at $349K in Q2 2022. 98 funds tracked by Wall St. Rank hold ENFR as of Q2 2025.

Aveo Capital Partners reported no remaining Alerian Energy Infrastructure ETF position as of Q2 2025 after selling out during the quarter.
Aveo Capital Partners sold 10,702 Alerian Energy Infrastructure ETF shares in Q2 2025, an estimated $334K.
Aveo Capital Partners first reported a position in Alerian Energy Infrastructure ETF in Q2 2022 and held it in 8 quarters.
Aveo Capital Partners's Alerian Energy Infrastructure ETF position peaked at $349K in Q2 2022.
98 funds tracked by Wall St. Rank held Alerian Energy Infrastructure ETF as of Q2 2025.

Based on Aveo Capital Partners's 13F filing for Q2 2025.