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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
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 $5.35B AUM 43.78% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KIA
Kraematon Investment Advisors Braintree, Massachusetts $134M AUM 29.42% 1-Year Est. Return
TF
Tenzing Financial Williamsburg, Virginia $146M AUM
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return
TIA
TCFG Investment Advisors Laguna Niguel, California $297M AUM
MWA
Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return

Keystone Financial Group (Georgia)'s ENFR Position: Q2 2026 in Review

Keystone Financial Group (Georgia) reduced its Alerian Energy Infrastructure ETF (ENFR) stake by 1.5% in Q2 2026, selling an estimated $4.04K and leaving 6,883 shares worth $262K. The position accounts for 0.14% of the portfolio, ranked #50.

Keystone Financial Group (Georgia) first reported a position in ENFR in Q3 2025 and has held it in 4 quarters since. The position peaked at $267K in Q1 2026. 33 funds tracked by Wall St. Rank hold ENFR as of Q2 2026.

  • Keystone Financial Group (Georgia) held 6,883 shares of Alerian Energy Infrastructure ETF worth $262K as of Q2 2026.
  • Keystone Financial Group (Georgia) sold 106 Alerian Energy Infrastructure ETF shares in Q2 2026, an estimated $4.04K.
  • Alerian Energy Infrastructure ETF made up 0.14% of Keystone Financial Group (Georgia)'s portfolio in Q2 2026, its #50 holding.
  • Keystone Financial Group (Georgia) first reported a position in Alerian Energy Infrastructure ETF in Q3 2025 and has held it in 4 quarters since.
  • Keystone Financial Group (Georgia)'s Alerian Energy Infrastructure ETF position peaked at $267K in Q1 2026.
  • 33 funds tracked by Wall St. Rank held Alerian Energy Infrastructure ETF as of Q2 2026.

Based on Keystone Financial Group (Georgia)'s 13F filing for Q2 2026, filed 21 Jul 2026.