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

Prospera Financial Services’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	$499K	Buy	13,105 +1,083	+9%	+$41.3K	0.01%	1037
2026 Q1	$459K	Sell	12,022 -26	-0.2%	-$916	0.01%	1021
2025 Q4	$379K	Buy	12,048 +4,500	+60%	+$140K	0.01%	1045
2025 Q3	$245K	Buy	+7,548	New	+$240K	﹤0.01%	1221
2025 Q2	–	Sell	-8,629	Closed	-$283K	–	1327
2025 Q1	$283K	Buy	8,629 +1,910	+28%	+$61.8K	0.01%	1013
2024 Q4	$209K	Buy	+6,719	New	+$206K	﹤0.01%	1071
2022 Q3	–	Sell	-100	Closed	-$2K	–	1045
2022 Q2	$2K	Hold	100	–	–	﹤0.01%	1541
2022 Q1	$2K	Buy	+100	New	+$2.09K	﹤0.01%	2465
2020 Q4	–	Sell	-1,990	Closed	-$25K	–	913
2020 Q3	$25K	Buy	+1,990	New	+$27.5K	0.01%	835

Other funds holding ENFR

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

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 $59.6B AUM 29.42% 1-Year Est. Return

Tenzing Financial Williamsburg, Virginia $146M AUM

Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Puff Wealth Management Haddonfield, New Jersey $98.1M AUM

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return