Insigneo Advisory Services’s Alerian Energy Infrastructure ETF ENFR Stock Holding History

Insigneo Advisory Services’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	$420K	Hold	10,991	–	–	0.03%	413
2025 Q4	$346K	Sell	10,991 -330	-3%	-$10.2K	0.02%	465
2025 Q3	$367K	Hold	11,321	–	–	0.03%	452
2025 Q2	$365K	Hold	11,321	–	–	0.03%	413
2025 Q1	$371K	Hold	11,321	–	–	0.04%	370
2024 Q4	$353K	Sell	11,321 -95	-0.8%	-$2.91K	0.04%	380
2024 Q3	$323K	Buy	11,416 +75	+0.7%	+$2.06K	0.03%	430
2024 Q2	$297K	Hold	11,341	–	–	0.03%	414
2024 Q1	$288K	Buy	11,341 +671	+6%	+$15.9K	0.03%	393
2023 Q4	$246K	Hold	10,670	–	–	0.03%	381
2023 Q3	$236K	Hold	10,670	–	–	0.05%	333
2023 Q2	$233K	Sell	10,670 -500	-4%	-$10.5K	0.04%	320
2023 Q1	$234K	Sell	11,170 -2,000	-15%	-$42.8K	0.07%	236
2022 Q4	$279K	Buy	+13,170	New	+$283K	0.11%	199

Other funds holding ENFR

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

GHI

Gross & Hartman Investments Leola, Pennsylvania $192M AUM

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

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

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

Insigneo Advisory Services's ENFR Position: Q1 2026 in Review

Insigneo Advisory Services held its Alerian Energy Infrastructure ETF (ENFR) position steady in Q1 2026 at 10,991 shares worth $420K. The position accounts for 0.03% of the portfolio, ranked #413.

Insigneo Advisory Services first reported a position in ENFR in Q4 2022 and has held it in 14 quarters since. 117 funds tracked by Wall St. Rank hold ENFR as of Q1 2026.

Insigneo Advisory Services held 10,991 shares of Alerian Energy Infrastructure ETF worth $420K as of Q1 2026.
Insigneo Advisory Services left its Alerian Energy Infrastructure ETF share count unchanged in Q1 2026.
Alerian Energy Infrastructure ETF made up 0.03% of Insigneo Advisory Services's portfolio in Q1 2026, its #413 holding.
Insigneo Advisory Services first reported a position in Alerian Energy Infrastructure ETF in Q4 2022 and has held it in 14 quarters since.
117 funds tracked by Wall St. Rank held Alerian Energy Infrastructure ETF as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.