Integrated Wealth Concepts’s Alerian Energy Infrastructure ETF ENFR Stock Holding History

Integrated Wealth Concepts’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	$114K	Buy	+3,005	New	+$115K	﹤0.01%	2712

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

AAM

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

Integrated Wealth Concepts's ENFR Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Alerian Energy Infrastructure ETF (ENFR) in Q2 2026: 3,005 shares worth $114K. The stake represents ﹤0.01% of the portfolio and ranks #2712 among its holdings.

129 funds tracked by Wall St. Rank hold ENFR as of Q2 2026.

Integrated Wealth Concepts held 3,005 shares of Alerian Energy Infrastructure ETF worth $114K as of Q2 2026.
Alerian Energy Infrastructure ETF was a new Integrated Wealth Concepts position in Q2 2026.
Alerian Energy Infrastructure ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2712 holding.
129 funds tracked by Wall St. Rank held Alerian Energy Infrastructure ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.