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Newbridge Financial Services Group’s Alerian Energy Infrastructure ETF ENFR Stock Holding History

Newbridge Financial Services Group’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 		– Sell
-20,716
Closed -$671K – 1270
2025
Q3 		$671K Buy
20,716
+1,324
+7% +$42.1K 0.1% 148
2025
Q2 		$625K Buy
+19,392
New +$607K 0.1% 153

Other funds holding ENFR

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $357M AUM 15.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Newbridge Financial Services Group's ENFR Position: Q4 2025 in Review

Newbridge Financial Services Group sold out of Alerian Energy Infrastructure ETF (ENFR) in Q4 2025, closing a stake of 20,716 shares — an estimated $671K sold.

Newbridge Financial Services Group first reported a position in ENFR in Q2 2025 and held it in 2 quarters. The position peaked at $671K in Q3 2025. 105 funds tracked by Wall St. Rank hold ENFR as of Q4 2025.

  • Newbridge Financial Services Group reported no remaining Alerian Energy Infrastructure ETF position as of Q4 2025 after selling out during the quarter.
  • Newbridge Financial Services Group sold 20,716 Alerian Energy Infrastructure ETF shares in Q4 2025, an estimated $671K.
  • Newbridge Financial Services Group first reported a position in Alerian Energy Infrastructure ETF in Q2 2025 and held it in 2 quarters.
  • Newbridge Financial Services Group's Alerian Energy Infrastructure ETF position peaked at $671K in Q3 2025.
  • 105 funds tracked by Wall St. Rank held Alerian Energy Infrastructure ETF as of Q4 2025.

Based on Newbridge Financial Services Group's 13F filing for Q4 2025, filed 21 Jan 2026.