GJWM
ENFR icon

Gilliland Jeter Wealth Management’s Alerian Energy Infrastructure ETF ENFR Stock Holding History

Gilliland Jeter Wealth Management’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 		$1.39M Sell
36,280
-871
-2% -$30.7K 0.41% 59
2025
Q4 		$1.17M Sell
37,151
-6,450
-15% -$200K 0.35% 57
2025
Q3 		$1.41M Buy
+43,601
New +$1.39M 0.44% 49

Other funds holding ENFR

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
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
GHI
Gross & Hartman Investments Leola, Pennsylvania $192M AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Gilliland Jeter Wealth Management's ENFR Position: Q1 2026 in Review

Gilliland Jeter Wealth Management reduced its Alerian Energy Infrastructure ETF (ENFR) stake by 2.3% in Q1 2026, selling an estimated $30.7K and leaving 36,280 shares worth $1.39M. The position accounts for 0.41% of the portfolio, ranked #59.

Gilliland Jeter Wealth Management first reported a position in ENFR in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.41M in Q3 2025. 117 funds tracked by Wall St. Rank hold ENFR as of Q1 2026.

  • Gilliland Jeter Wealth Management held 36,280 shares of Alerian Energy Infrastructure ETF worth $1.39M as of Q1 2026.
  • Gilliland Jeter Wealth Management sold 871 Alerian Energy Infrastructure ETF shares in Q1 2026, an estimated $30.7K.
  • Alerian Energy Infrastructure ETF made up 0.41% of Gilliland Jeter Wealth Management's portfolio in Q1 2026, its #59 holding.
  • Gilliland Jeter Wealth Management first reported a position in Alerian Energy Infrastructure ETF in Q3 2025 and has held it in 3 quarters since.
  • Gilliland Jeter Wealth Management's Alerian Energy Infrastructure ETF position peaked at $1.41M in Q3 2025.
  • 117 funds tracked by Wall St. Rank held Alerian Energy Infrastructure ETF as of Q1 2026.

Based on Gilliland Jeter Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.