Keystone Financial Group (Georgia)’s Alerian Energy Infrastructure ETF ENFR Stock Holding History

Keystone Financial Group (Georgia)’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 Q3	$2.17M	Buy	59,196 +52,313	+760%	+$2.05M	1.16%	18
2026 Q2	$262K	Sell	6,883 -106	-2%	-$4.04K	0.14%	50
2026 Q1	$267K	Buy	6,989 +723	+12%	+$25.5K	0.14%	49
2025 Q4	$197K	Buy	6,266 +5,059	+419%	+$157K	0.1%	62
2025 Q3	$39.1K	Buy	+1,207	New	+$38.4K	0.02%	93

Other funds holding ENFR

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

SMH

Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return

PWM

Puff Wealth Management Haddonfield, New Jersey $106M AUM

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Bulwark Capital Fernandina Beach, Florida $189M AUM 7.81% 1-Year Est. Return

Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Keystone Financial Group (Georgia)'s ENFR Position: Q3 2026 in Review

Keystone Financial Group (Georgia) increased its Alerian Energy Infrastructure ETF (ENFR) stake by 760% in Q3 2026, buying an estimated $2.05M and bringing the position to 59,196 shares worth $2.17M. The position accounts for 1.16% of the portfolio, ranked #18.

Keystone Financial Group (Georgia) first reported a position in ENFR in Q3 2025 and has held it in 5 quarters since. 16 funds tracked by Wall St. Rank hold ENFR as of Q3 2026.

Keystone Financial Group (Georgia) held 59,196 shares of Alerian Energy Infrastructure ETF worth $2.17M as of Q3 2026.
Keystone Financial Group (Georgia) bought 52,313 Alerian Energy Infrastructure ETF shares in Q3 2026, an estimated $2.05M.
Alerian Energy Infrastructure ETF made up 1.16% of Keystone Financial Group (Georgia)'s portfolio in Q3 2026, its #18 holding.
Keystone Financial Group (Georgia) first reported a position in Alerian Energy Infrastructure ETF in Q3 2025 and has held it in 5 quarters since.
16 funds tracked by Wall St. Rank held Alerian Energy Infrastructure ETF as of Q3 2026.

Based on Keystone Financial Group (Georgia)'s 13F filing for Q3 2026, filed 13 Oct 2026.