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 Q2	$378K	Sell	9,933 -1,058	-10%	-$40.4K	0.01%	557
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 $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Insigneo Advisory Services's ENFR Position: Q2 2026 in Review

Insigneo Advisory Services reduced its Alerian Energy Infrastructure ETF (ENFR) stake by 9.6% in Q2 2026, selling an estimated $40.4K and leaving 9,933 shares worth $378K. The position accounts for 0.01% of the portfolio, ranked #557.

Insigneo Advisory Services first reported a position in ENFR in Q4 2022 and has held it in 15 quarters since. The position peaked at $420K in Q1 2026. 129 funds tracked by Wall St. Rank hold ENFR as of Q2 2026.

Insigneo Advisory Services held 9,933 shares of Alerian Energy Infrastructure ETF worth $378K as of Q2 2026.
Insigneo Advisory Services sold 1,058 Alerian Energy Infrastructure ETF shares in Q2 2026, an estimated $40.4K.
Alerian Energy Infrastructure ETF made up 0.01% of Insigneo Advisory Services's portfolio in Q2 2026, its #557 holding.
Insigneo Advisory Services first reported a position in Alerian Energy Infrastructure ETF in Q4 2022 and has held it in 15 quarters since.
Insigneo Advisory Services's Alerian Energy Infrastructure ETF position peaked at $420K in Q1 2026.
129 funds tracked by Wall St. Rank held Alerian Energy Infrastructure ETF as of Q2 2026.

Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.