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Mills Wealth Advisors’s Alerian Energy Infrastructure ETF ENFR Stock Holding History

Mills Wealth Advisors’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 		$1.62M Buy
42,428
+30,189
+247% +$1.15M 0.51% 23
2026
Q1 		$468K Buy
+12,239
New +$431K 0.16% 44

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
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
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Mills Wealth Advisors's ENFR Position: Q2 2026 in Review

Mills Wealth Advisors increased its Alerian Energy Infrastructure ETF (ENFR) stake by 247% in Q2 2026, buying an estimated $1.15M and bringing the position to 42,428 shares worth $1.62M. The position accounts for 0.51% of the portfolio, ranked #23.

Mills Wealth Advisors first reported a position in ENFR in Q1 2026 and has held it in 2 quarters since. 33 funds tracked by Wall St. Rank hold ENFR as of Q2 2026.

  • Mills Wealth Advisors held 42,428 shares of Alerian Energy Infrastructure ETF worth $1.62M as of Q2 2026.
  • Mills Wealth Advisors bought 30,189 Alerian Energy Infrastructure ETF shares in Q2 2026, an estimated $1.15M.
  • Alerian Energy Infrastructure ETF made up 0.51% of Mills Wealth Advisors's portfolio in Q2 2026, its #23 holding.
  • Mills Wealth Advisors first reported a position in Alerian Energy Infrastructure ETF in Q1 2026 and has held it in 2 quarters since.
  • 33 funds tracked by Wall St. Rank held Alerian Energy Infrastructure ETF as of Q2 2026.

Based on Mills Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.