Dynamic Advisor Solutions
ENFR icon

Dynamic Advisor Solutions’s Alerian Energy Infrastructure ETF ENFR Stock Holding History

Dynamic Advisor Solutions’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 		$1M Buy
27,352
+360
+1% +$14.1K 0.03% 470
2026
Q2 		$1.03M Buy
26,992
+3,614
+15% +$138K 0.03% 484
2026
Q1 		$893K Buy
23,378
+715
+3% +$25.2K 0.03% 492
2025
Q4 		$713K Sell
22,663
-590
-3% -$18.3K 0.02% 537
2025
Q3 		$754K Buy
23,253
+2,230
+11% +$70.9K 0.02% 528
2025
Q2 		$678K Buy
21,023
+10,846
+107% +$339K 0.02% 536
2025
Q1 		$334K Buy
10,177
+231
+2% +$7.47K 0.01% 673
2024
Q4 		$310K Buy
9,946
+2
+0% +$61 0.01% 525
2024
Q3 		$281K Sell
9,944
-60
-0.6% -$1.65K 0.01% 775
2024
Q2 		$266K Buy
10,004
+3
+0% +$77 0.01% 804
2024
Q1 		$254K Buy
10,001
+18
+0.2% +$425 0.01% 803
2023
Q4 		$232K Sell
9,983
-737
-7% -$16.6K 0.01% 790
2023
Q3 		$238K Buy
10,720
+254
+2% +$5.65K 0.01% 728
2023
Q2 		$228K Sell
10,466
-2,497
-19% -$52.7K 0.01% 701
2023
Q1 		$271K Buy
12,963
+2,503
+24% +$53.6K 0.02% 616
2022
Q4 		$221K Buy
+10,460
New +$225K 0.02% 639

Other funds holding ENFR

Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
CRWM
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
KFGG
Keystone Financial Group (Georgia) Atlanta, Georgia $188M AUM 7.17% 1-Year Est. Return
Summit Financial Wealth Advisors
Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
PWM
Puff Wealth Management Haddonfield, New Jersey $106M AUM
Onyx Bridge Wealth Group
Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Dynamic Advisor Solutions's ENFR Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its Alerian Energy Infrastructure ETF (ENFR) stake by 1.3% in Q3 2026, buying an estimated $14.1K and bringing the position to 27,352 shares worth $1M. The position accounts for 0.03% of the portfolio, ranked #470.

Dynamic Advisor Solutions first reported a position in ENFR in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.03M in Q2 2026. 24 funds tracked by Wall St. Rank hold ENFR as of Q3 2026.

  • Dynamic Advisor Solutions held 27,352 shares of Alerian Energy Infrastructure ETF worth $1M as of Q3 2026.
  • Dynamic Advisor Solutions bought 360 Alerian Energy Infrastructure ETF shares in Q3 2026, an estimated $14.1K.
  • Alerian Energy Infrastructure ETF made up 0.03% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #470 holding.
  • Dynamic Advisor Solutions first reported a position in Alerian Energy Infrastructure ETF in Q4 2022 and has held it in 16 quarters since.
  • Dynamic Advisor Solutions's Alerian Energy Infrastructure ETF position peaked at $1.03M in Q2 2026.
  • 24 funds tracked by Wall St. Rank held Alerian Energy Infrastructure ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.