CX Institutional’s Alerian Energy Infrastructure ETF ENFR Stock Holding History

CX Institutional’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	$11K	Buy	310 +3	+1%	+$118	﹤0.01%	1334
2026 Q2	$12K	Buy	307 +3	+1%	+$114	﹤0.01%	1264
2026 Q1	$12K	Buy	304 +3	+1%	+$106	﹤0.01%	1247
2025 Q4	$9K	Buy	301 +4	+1%	+$124	﹤0.01%	1204
2025 Q3	$10K	Buy	+297	New	+$9.44K	﹤0.01%	1185

Other funds holding ENFR

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

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

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

TCFG Investment Advisors Laguna Niguel, California $293M AUM

Mills Wealth Advisors Southlake, Texas $316M AUM 8.08% 1-Year Est. Return

Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 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

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

CX Institutional's ENFR Position: Q3 2026 in Review

CX Institutional increased its Alerian Energy Infrastructure ETF (ENFR) stake by 0.98% in Q3 2026, buying an estimated $118 and bringing the position to 310 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #1334.

CX Institutional first reported a position in ENFR in Q3 2025 and has held it in 5 quarters since. The position peaked at $12K in Q2 2026. 29 funds tracked by Wall St. Rank hold ENFR as of Q3 2026.

CX Institutional held 310 shares of Alerian Energy Infrastructure ETF worth $11K as of Q3 2026.
CX Institutional bought 3 Alerian Energy Infrastructure ETF shares in Q3 2026, an estimated $118.
Alerian Energy Infrastructure ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1334 holding.
CX Institutional first reported a position in Alerian Energy Infrastructure ETF in Q3 2025 and has held it in 5 quarters since.
CX Institutional's Alerian Energy Infrastructure ETF position peaked at $12K in Q2 2026.
29 funds tracked by Wall St. Rank held Alerian Energy Infrastructure ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.