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Financial Connections Group’s Alerian Energy Infrastructure ETF ENFR Stock Holding History

Financial Connections Group’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
2024
Q3 		– Sell
-151
Closed -$4K – 245
2024
Q2 		$4K Buy
+151
New +$3.87K ﹤0.01% 260

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Mariner
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RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WAM
WNY Asset Management Williamsville, New York $967M AUM
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Connections Group's ENFR Position: Q3 2024 in Review

Financial Connections Group sold out of Alerian Energy Infrastructure ETF (ENFR) in Q3 2024, closing a stake of 151 shares — an estimated $4K sold.

Financial Connections Group first reported a position in ENFR in Q2 2024 and held it in 1 quarter. The position peaked at $4K in Q2 2024. 74 funds tracked by Wall St. Rank hold ENFR as of Q3 2024.

  • Financial Connections Group reported no remaining Alerian Energy Infrastructure ETF position as of Q3 2024 after selling out during the quarter.
  • Financial Connections Group sold 151 Alerian Energy Infrastructure ETF shares in Q3 2024, an estimated $4K.
  • Financial Connections Group first reported a position in Alerian Energy Infrastructure ETF in Q2 2024 and held it in 1 quarter.
  • Financial Connections Group's Alerian Energy Infrastructure ETF position peaked at $4K in Q2 2024.
  • 74 funds tracked by Wall St. Rank held Alerian Energy Infrastructure ETF as of Q3 2024.

Based on Financial Connections Group's 13F filing for Q3 2024, filed 18 Oct 2024.