MWM
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MGB Wealth Management’s Alerian Energy Infrastructure ETF ENFR Stock Holding History

MGB Wealth Management’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
Q4 		$55K Buy
1,750
+750
+75% +$23.3K 0.02% 261
2025
Q3 		$32.4K Buy
+1,000
New +$31.8K 0.01% 279

Other funds holding ENFR

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.66B AUM 20.05% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

MGB Wealth Management's ENFR Position: Q4 2025 in Review

MGB Wealth Management increased its Alerian Energy Infrastructure ETF (ENFR) stake by 75% in Q4 2025, buying an estimated $23.3K and bringing the position to 1,750 shares worth $55K. The position accounts for 0.02% of the portfolio, ranked #261.

MGB Wealth Management first reported a position in ENFR in Q3 2025 and has held it in 2 quarters since. 105 funds tracked by Wall St. Rank hold ENFR as of Q4 2025.

  • MGB Wealth Management held 1,750 shares of Alerian Energy Infrastructure ETF worth $55K as of Q4 2025.
  • MGB Wealth Management bought 750 Alerian Energy Infrastructure ETF shares in Q4 2025, an estimated $23.3K.
  • Alerian Energy Infrastructure ETF made up 0.02% of MGB Wealth Management's portfolio in Q4 2025, its #261 holding.
  • MGB Wealth Management first reported a position in Alerian Energy Infrastructure ETF in Q3 2025 and has held it in 2 quarters since.
  • 105 funds tracked by Wall St. Rank held Alerian Energy Infrastructure ETF as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.