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Custom Index Systems’s Alerian Energy Infrastructure ETF ENFR Stock Holding History

Custom Index Systems’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
-11,825
Closed -$381K – 268
2025
Q2 		$381K Buy
+11,825
New +$370K 0.18% 170

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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 $336M AUM 19.52% 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

Custom Index Systems's ENFR Position: Q3 2025 in Review

Custom Index Systems sold out of Alerian Energy Infrastructure ETF (ENFR) in Q3 2025, closing a stake of 11,825 shares — an estimated $381K sold.

Custom Index Systems first reported a position in ENFR in Q2 2025 and held it in 1 quarter. The position peaked at $381K in Q2 2025. 98 funds tracked by Wall St. Rank hold ENFR as of Q3 2025.

  • Custom Index Systems reported no remaining Alerian Energy Infrastructure ETF position as of Q3 2025 after selling out during the quarter.
  • Custom Index Systems sold 11,825 Alerian Energy Infrastructure ETF shares in Q3 2025, an estimated $381K.
  • Custom Index Systems first reported a position in Alerian Energy Infrastructure ETF in Q2 2025 and held it in 1 quarter.
  • Custom Index Systems's Alerian Energy Infrastructure ETF position peaked at $381K in Q2 2025.
  • 98 funds tracked by Wall St. Rank held Alerian Energy Infrastructure ETF as of Q3 2025.

Based on Custom Index Systems's 13F filing for Q3 2025, filed 29 Oct 2025.