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MPWM Advisory Solutions’s Alerian Energy Infrastructure ETF ENFR Stock Holding History

MPWM Advisory Solutions’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
-492
Closed -$15.3K – 742
2024
Q4 		$15.3K Buy
+492
New +$15.1K 0.01% 279

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FIS
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MPWM Advisory Solutions's ENFR Position: Q1 2025 in Review

MPWM Advisory Solutions sold out of Alerian Energy Infrastructure ETF (ENFR) in Q1 2025, closing a stake of 492 shares — an estimated $15.3K sold.

MPWM Advisory Solutions first reported a position in ENFR in Q4 2024 and held it in 1 quarter. The position peaked at $15.3K in Q4 2024. 97 funds tracked by Wall St. Rank hold ENFR as of Q1 2025.

  • MPWM Advisory Solutions reported no remaining Alerian Energy Infrastructure ETF position as of Q1 2025 after selling out during the quarter.
  • MPWM Advisory Solutions sold 492 Alerian Energy Infrastructure ETF shares in Q1 2025, an estimated $15.3K.
  • MPWM Advisory Solutions first reported a position in Alerian Energy Infrastructure ETF in Q4 2024 and held it in 1 quarter.
  • MPWM Advisory Solutions's Alerian Energy Infrastructure ETF position peaked at $15.3K in Q4 2024.
  • 97 funds tracked by Wall St. Rank held Alerian Energy Infrastructure ETF as of Q1 2025.

Based on MPWM Advisory Solutions's 13F filing for Q1 2025, filed 15 May 2025.