Envision Financial Transparency’s Alerian Energy Infrastructure ETF ENFR Stock Holding History

Envision Financial Transparency’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 Q1	$550K	Buy	+14,400	New	+$507K	0.53%	29

Other funds holding ENFR

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

GHI

Gross & Hartman Investments Leola, Pennsylvania $226M AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Envision Financial Transparency's ENFR Position: Q1 2026 in Review

Envision Financial Transparency opened a new position in Alerian Energy Infrastructure ETF (ENFR) in Q1 2026: 14,400 shares worth $550K. The stake represents 0.53% of the portfolio and ranks #29 among its holdings.

117 funds tracked by Wall St. Rank hold ENFR as of Q1 2026.

Envision Financial Transparency held 14,400 shares of Alerian Energy Infrastructure ETF worth $550K as of Q1 2026.
Alerian Energy Infrastructure ETF was a new Envision Financial Transparency position in Q1 2026.
Alerian Energy Infrastructure ETF made up 0.53% of Envision Financial Transparency's portfolio in Q1 2026, its #29 holding.
117 funds tracked by Wall St. Rank held Alerian Energy Infrastructure ETF as of Q1 2026.

Based on Envision Financial Transparency's 13F filing for Q1 2026, filed 13 May 2026.