Moisand Fitzgerald Tamayo’s Alerian Energy Infrastructure ETF ENFR Stock Holding History

Moisand Fitzgerald Tamayo’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	$19.1K	Hold	500	–	–	﹤0.01%	289
2026 Q1	$19.1K	Hold	500	–	–	﹤0.01%	276
2025 Q4	$15.7K	Hold	500	–	–	﹤0.01%	299
2025 Q3	$16.2K	Hold	500	–	–	﹤0.01%	298
2025 Q2	$16.1K	Hold	500	–	–	﹤0.01%	294
2025 Q1	$16.4K	Hold	500	–	–	﹤0.01%	290
2024 Q4	$15.6K	Hold	500	–	–	﹤0.01%	288
2024 Q3	$14.1K	Hold	500	–	–	﹤0.01%	316
2024 Q2	$13.3K	Hold	500	–	–	﹤0.01%	285
2024 Q1	$12.7K	Hold	500	–	–	﹤0.01%	290
2023 Q4	$11.5K	Hold	500	–	–	﹤0.01%	319
2023 Q3	$11.1K	Hold	500	–	–	﹤0.01%	328
2023 Q2	$10.9K	Hold	500	–	–	﹤0.01%	314
2023 Q1	$10.5K	Hold	500	–	–	﹤0.01%	327
2022 Q4	$10.6K	Hold	500	–	–	﹤0.01%	310
2022 Q3	$10K	Hold	500	–	–	﹤0.01%	282
2022 Q2	$10K	Hold	500	–	–	﹤0.01%	269
2022 Q1	$11K	Hold	500	–	–	0.01%	175
2021 Q4	$9K	Hold	500	–	–	﹤0.01%	261
2021 Q3	$10K	Hold	500	–	–	﹤0.01%	247
2021 Q2	$10K	Buy	+500	New	+$9.52K	﹤0.01%	262

Other funds holding ENFR

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GHI

Gross & Hartman Investments Leola, Pennsylvania $226M AUM

SHFC

Safe Harbor Family Capital Chapel Hill, North Carolina $150M AUM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Moisand Fitzgerald Tamayo's ENFR Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo held its Alerian Energy Infrastructure ETF (ENFR) position steady in Q2 2026 at 500 shares worth $19.1K. The position accounts for ﹤0.01% of the portfolio, ranked #289.

Moisand Fitzgerald Tamayo first reported a position in ENFR in Q2 2021 and has held it in 21 quarters since. The position peaked at $19.1K in Q1 2026. 129 funds tracked by Wall St. Rank hold ENFR as of Q2 2026.

Moisand Fitzgerald Tamayo held 500 shares of Alerian Energy Infrastructure ETF worth $19.1K as of Q2 2026.
Moisand Fitzgerald Tamayo left its Alerian Energy Infrastructure ETF share count unchanged in Q2 2026.
Alerian Energy Infrastructure ETF made up ﹤0.01% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #289 holding.
Moisand Fitzgerald Tamayo first reported a position in Alerian Energy Infrastructure ETF in Q2 2021 and has held it in 21 quarters since.
Moisand Fitzgerald Tamayo's Alerian Energy Infrastructure ETF position peaked at $19.1K in Q1 2026.
129 funds tracked by Wall St. Rank held Alerian Energy Infrastructure ETF as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.