Fischer Investment Strategies’s Alerian Energy Infrastructure ETF ENFR Stock Holding History

Fischer Investment Strategies’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
2025 Q4	–	Sell	-122,425	Closed	-$3.97M	–	52
2025 Q3	$3.97M	Buy	122,425 +33,161	+37%	+$1.05M	2.38%	16
2025 Q2	$2.88M	Sell	89,264 -68,811	-44%	-$2.15M	1.93%	16
2025 Q1	$5.18M	Buy	+158,075	New	+$5.11M	3.81%	10

Other funds holding ENFR

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

MHI

Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WWM

WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Fischer Investment Strategies's ENFR Position: Q4 2025 in Review

Fischer Investment Strategies sold out of Alerian Energy Infrastructure ETF (ENFR) in Q4 2025, closing a stake of 122,425 shares — an estimated $3.97M sold.

Fischer Investment Strategies first reported a position in ENFR in Q1 2025 and held it in 3 quarters. The position peaked at $5.18M in Q1 2025. 105 funds tracked by Wall St. Rank hold ENFR as of Q4 2025.

Fischer Investment Strategies reported no remaining Alerian Energy Infrastructure ETF position as of Q4 2025 after selling out during the quarter.
Fischer Investment Strategies sold 122,425 Alerian Energy Infrastructure ETF shares in Q4 2025, an estimated $3.97M.
Fischer Investment Strategies first reported a position in Alerian Energy Infrastructure ETF in Q1 2025 and held it in 3 quarters.
Fischer Investment Strategies's Alerian Energy Infrastructure ETF position peaked at $5.18M in Q1 2025.
105 funds tracked by Wall St. Rank held Alerian Energy Infrastructure ETF as of Q4 2025.

Based on Fischer Investment Strategies's 13F filing for Q4 2025, filed 28 Jan 2026.