Congress Asset Management’s Alerian Energy Infrastructure ETF ENFR Stock Holding History

Congress Asset Management’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
2026 Q3	$92.5K	Buy	+92,527	New	+$3.63M	﹤0.01%	393

Other funds holding ENFR

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Keystone Financial Group (Georgia) Atlanta, Georgia $188M AUM 7.17% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return

Puff Wealth Management Haddonfield, New Jersey $106M AUM

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Bulwark Capital Fernandina Beach, Florida $189M AUM 7.81% 1-Year Est. Return

Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return

Congress Asset Management's ENFR Position: Q3 2026 in Review

Congress Asset Management opened a new position in Alerian Energy Infrastructure ETF (ENFR) in Q3 2026: 92,527 shares worth $92.5K. The stake represents ﹤0.01% of the portfolio and ranks #393 among its holdings.

16 funds tracked by Wall St. Rank hold ENFR as of Q3 2026.

Congress Asset Management held 92,527 shares of Alerian Energy Infrastructure ETF worth $92.5K as of Q3 2026.
Alerian Energy Infrastructure ETF was a new Congress Asset Management position in Q3 2026.
Alerian Energy Infrastructure ETF made up ﹤0.01% of Congress Asset Management's portfolio in Q3 2026, its #393 holding.
16 funds tracked by Wall St. Rank held Alerian Energy Infrastructure ETF as of Q3 2026.

Based on Congress Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.