Legacy Capital Group California’s Alerian Energy Infrastructure ETF ENFR Stock Holding History

Legacy Capital Group California’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
2025 Q1	–	Sell	-8,358	Closed	-$260K	–	326
2024 Q4	$260K	Sell	8,358 -101	-1%	-$3.1K	0.08%	266
2024 Q3	$239K	Buy	+8,459	New	+$232K	0.08%	277
2023 Q2	–	Sell	-72,487	Closed	-$1.52M	–	273
2023 Q1	$1.52M	Buy	+72,487	New	+$1.55M	0.74%	27

Other funds holding ENFR

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

MHI

Miller Howard Investments Kingston, New York $3.66B AUM 20.05% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

WWM

WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return

FIS

Fischer Investment Strategies Westlake Village, California $210M AUM 28.93% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Legacy Capital Group California's ENFR Position: Q1 2025 in Review

Legacy Capital Group California sold out of Alerian Energy Infrastructure ETF (ENFR) in Q1 2025, closing a stake of 8,358 shares — an estimated $260K sold.

Legacy Capital Group California first reported a position in ENFR in Q1 2023 and held it in 3 quarters. The position peaked at $1.52M in Q1 2023. 97 funds tracked by Wall St. Rank hold ENFR as of Q1 2025.

Legacy Capital Group California reported no remaining Alerian Energy Infrastructure ETF position as of Q1 2025 after selling out during the quarter.
Legacy Capital Group California sold 8,358 Alerian Energy Infrastructure ETF shares in Q1 2025, an estimated $260K.
Legacy Capital Group California first reported a position in Alerian Energy Infrastructure ETF in Q1 2023 and held it in 3 quarters.
Legacy Capital Group California's Alerian Energy Infrastructure ETF position peaked at $1.52M in Q1 2023.
97 funds tracked by Wall St. Rank held Alerian Energy Infrastructure ETF as of Q1 2025.

Based on Legacy Capital Group California's 13F filing for Q1 2025, filed 9 May 2025.