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

Independent Financial 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
2026
Q2 		$5.42M Sell
142,363
-37,585
-21% -$1.43M 0.1% 200
2026
Q1 		$6.88M Buy
179,948
+31,135
+21% +$1.1M 0.15% 131
2025
Q4 		$4.68M Buy
148,813
+85,011
+133% +$2.64M 0.1% 181
2025
Q3 		$2.07M Buy
+63,802
New +$2.03M 0.05% 374

Other funds holding ENFR

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GHI
Gross & Hartman Investments Leola, Pennsylvania $226M AUM
SHFC
Safe Harbor Family Capital Chapel Hill, North Carolina $150M AUM
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Independent Financial Group's ENFR Position: Q2 2026 in Review

Independent Financial Group reduced its Alerian Energy Infrastructure ETF (ENFR) stake by 21% in Q2 2026, selling an estimated $1.43M and leaving 142,363 shares worth $5.42M. The position accounts for 0.1% of the portfolio, ranked #200.

Independent Financial Group first reported a position in ENFR in Q3 2025 and has held it in 4 quarters since. The position peaked at $6.88M in Q1 2026. 128 funds tracked by Wall St. Rank hold ENFR as of Q2 2026.

  • Independent Financial Group held 142,363 shares of Alerian Energy Infrastructure ETF worth $5.42M as of Q2 2026.
  • Independent Financial Group sold 37,585 Alerian Energy Infrastructure ETF shares in Q2 2026, an estimated $1.43M.
  • Alerian Energy Infrastructure ETF made up 0.1% of Independent Financial Group's portfolio in Q2 2026, its #200 holding.
  • Independent Financial Group first reported a position in Alerian Energy Infrastructure ETF in Q3 2025 and has held it in 4 quarters since.
  • Independent Financial Group's Alerian Energy Infrastructure ETF position peaked at $6.88M in Q1 2026.
  • 128 funds tracked by Wall St. Rank held Alerian Energy Infrastructure ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.