Oliver Lagore Vanvalin Investment Group’s Alerian Energy Infrastructure ETF ENFR Stock Holding History

Oliver Lagore Vanvalin Investment 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 Q2	$4.1K	Buy	+125	New	+$3.91K	﹤0.01%	511
2024 Q4	$2.49K	Buy	+80	New	+$2.45K	﹤0.01%	572

Other funds holding ENFR

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MHI

Miller Howard Investments Kingston, New York $3.66B AUM 20.05% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

WWM

WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's ENFR Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Alerian Energy Infrastructure ETF (ENFR) in Q2 2025: 125 shares worth $4.1K. The stake represents ﹤0.01% of the portfolio and ranks #511 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in ENFR as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in ENFR in Q4 2024 and has held it in 2 quarters since. 98 funds tracked by Wall St. Rank hold ENFR as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 125 shares of Alerian Energy Infrastructure ETF worth $4.1K as of Q2 2025.
Alerian Energy Infrastructure ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
Alerian Energy Infrastructure ETF made up ﹤0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #511 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in Alerian Energy Infrastructure ETF in Q4 2024 and has held it in 2 quarters since.
98 funds tracked by Wall St. Rank held Alerian Energy Infrastructure ETF as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.