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Onyx Bridge Wealth Group’s Alerian Energy Infrastructure ETF ENFR Stock Holding History

Onyx Bridge Wealth 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
2026
Q2 		$593K Buy
15,572
+556
+4% +$21.2K 0.05% 216
2026
Q1 		$574K Sell
15,016
-419
-3% -$14.8K 0.06% 198
2025
Q4 		$486K Buy
15,435
+1,238
+9% +$38.4K 0.05% 223
2025
Q3 		$460K Buy
14,197
+2,018
+17% +$64.1K 0.05% 229
2025
Q2 		$393K Sell
12,179
-2,150
-15% -$67.3K 0.05% 202
2025
Q1 		$470K Buy
14,329
+152
+1% +$4.91K 0.07% 163
2024
Q4 		$442K Buy
14,177
+1,105
+8% +$33.9K 0.06% 171
2024
Q3 		$370K Buy
13,072
+149
+1% +$4.09K 0.06% 195
2024
Q2 		$343K Sell
12,923
-402
-3% -$10.3K 0.06% 191
2024
Q1 		$341K Buy
13,325
+894
+7% +$21.1K 0.06% 186
2023
Q4 		$287K Buy
12,431
+431
+4% +$9.7K 0.06% 194
2023
Q3 		$266K Sell
12,000
-860
-7% -$19.1K 0.06% 188
2023
Q2 		$281K Buy
12,860
+795
+7% +$16.8K 0.07% 177
2023
Q1 		$253K Buy
+12,065
New +$258K 0.1% 143

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
TIA
TCFG Investment Advisors Laguna Niguel, California $297M AUM
MWA
Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

Onyx Bridge Wealth Group's ENFR Position: Q2 2026 in Review

Onyx Bridge Wealth Group increased its Alerian Energy Infrastructure ETF (ENFR) stake by 3.7% in Q2 2026, buying an estimated $21.2K and bringing the position to 15,572 shares worth $593K. The position accounts for 0.05% of the portfolio, ranked #216.

Onyx Bridge Wealth Group first reported a position in ENFR in Q1 2023 and has held it in 14 quarters since. 41 funds tracked by Wall St. Rank hold ENFR as of Q2 2026.

  • Onyx Bridge Wealth Group held 15,572 shares of Alerian Energy Infrastructure ETF worth $593K as of Q2 2026.
  • Onyx Bridge Wealth Group bought 556 Alerian Energy Infrastructure ETF shares in Q2 2026, an estimated $21.2K.
  • Alerian Energy Infrastructure ETF made up 0.05% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #216 holding.
  • Onyx Bridge Wealth Group first reported a position in Alerian Energy Infrastructure ETF in Q1 2023 and has held it in 14 quarters since.
  • 41 funds tracked by Wall St. Rank held Alerian Energy Infrastructure ETF as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.