CI
ENFR icon

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
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

IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TF
Tenzing Financial Williamsburg, Virginia $146M AUM
TIA
TCFG Investment Advisors Laguna Niguel, California $297M AUM
MWA
Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
PWM
Puff Wealth Management Haddonfield, New Jersey $98.1M AUM
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

CX Institutional's ENFR Position: Q2 2026 in Review

CX Institutional increased its Alerian Energy Infrastructure ETF (ENFR) stake by 0.99% in Q2 2026, buying an estimated $114 and bringing the position to 307 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #1264.

CX Institutional first reported a position in ENFR in Q3 2025 and has held it in 4 quarters since. 26 funds tracked by Wall St. Rank hold ENFR as of Q2 2026.

  • CX Institutional held 307 shares of Alerian Energy Infrastructure ETF worth $12K as of Q2 2026.
  • CX Institutional bought 3 Alerian Energy Infrastructure ETF shares in Q2 2026, an estimated $114.
  • Alerian Energy Infrastructure ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1264 holding.
  • CX Institutional first reported a position in Alerian Energy Infrastructure ETF in Q3 2025 and has held it in 4 quarters since.
  • 26 funds tracked by Wall St. Rank held Alerian Energy Infrastructure ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.