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Caliber Wealth Management (Kansas)’s Alerian Energy Infrastructure ETF ENFR Stock Holding History

Caliber Wealth Management (Kansas)’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
Q3 		– Sell
-8,217
Closed -$265K – 270
2025
Q2 		$265K Buy
8,217
+85
+1% +$2.66K 0.03% 242
2025
Q1 		$266K Buy
+8,132
New +$263K 0.04% 208

Other funds holding ENFR

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.66B AUM 20.05% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s ENFR Position: Q3 2025 in Review

Caliber Wealth Management (Kansas) sold out of Alerian Energy Infrastructure ETF (ENFR) in Q3 2025, closing a stake of 8,217 shares — an estimated $265K sold.

Caliber Wealth Management (Kansas) first reported a position in ENFR in Q1 2025 and held it in 2 quarters. The position peaked at $266K in Q1 2025. 98 funds tracked by Wall St. Rank hold ENFR as of Q3 2025.

  • Caliber Wealth Management (Kansas) reported no remaining Alerian Energy Infrastructure ETF position as of Q3 2025 after selling out during the quarter.
  • Caliber Wealth Management (Kansas) sold 8,217 Alerian Energy Infrastructure ETF shares in Q3 2025, an estimated $265K.
  • Caliber Wealth Management (Kansas) first reported a position in Alerian Energy Infrastructure ETF in Q1 2025 and held it in 2 quarters.
  • Caliber Wealth Management (Kansas)'s Alerian Energy Infrastructure ETF position peaked at $266K in Q1 2025.
  • 98 funds tracked by Wall St. Rank held Alerian Energy Infrastructure ETF as of Q3 2025.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q3 2025, filed 5 Nov 2025.