Bordeaux Wealth Advisors’s Alerian Energy Infrastructure ETF ENFR Stock Holding History

Bordeaux Wealth Advisors’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	-6,439	Closed	-$211K	–	162
2025 Q1	$211K	Sell	6,439 -2,147	-25%	-$69.4K	0.04%	150
2024 Q4	$267K	Buy	+8,586	New	+$263K	0.04%	126

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

Bordeaux Wealth Advisors's ENFR Position: Q2 2025 in Review

Bordeaux Wealth Advisors sold out of Alerian Energy Infrastructure ETF (ENFR) in Q2 2025, closing a stake of 6,439 shares — an estimated $211K sold.

Bordeaux Wealth Advisors first reported a position in ENFR in Q4 2024 and held it in 2 quarters. The position peaked at $267K in Q4 2024. 98 funds tracked by Wall St. Rank hold ENFR as of Q2 2025.

Bordeaux Wealth Advisors reported no remaining Alerian Energy Infrastructure ETF position as of Q2 2025 after selling out during the quarter.
Bordeaux Wealth Advisors sold 6,439 Alerian Energy Infrastructure ETF shares in Q2 2025, an estimated $211K.
Bordeaux Wealth Advisors first reported a position in Alerian Energy Infrastructure ETF in Q4 2024 and held it in 2 quarters.
Bordeaux Wealth Advisors's Alerian Energy Infrastructure ETF position peaked at $267K in Q4 2024.
98 funds tracked by Wall St. Rank held Alerian Energy Infrastructure ETF as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.