SageView Advisory Group’s Alerian Energy Infrastructure ETF ENFR Stock Holding History

SageView Advisory 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	$18.9K	Buy	+600	New	+$18.6K	﹤0.01%	1479
2023 Q4	–	Sell	-20,150	Closed	-$447K	–	676
2023 Q3	$447K	Buy	20,150 +3,100	+18%	+$69K	0.03%	346
2023 Q2	$372K	Buy	17,050 +4,650	+38%	+$98.1K	0.02%	404
2023 Q1	$260K	Buy	+12,400	New	+$265K	0.02%	414

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

AAM

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

MHI

Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

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

SageView Advisory Group's ENFR Position: Q4 2025 in Review

SageView Advisory Group opened a new position in Alerian Energy Infrastructure ETF (ENFR) in Q4 2025: 600 shares worth $18.9K. The stake represents ﹤0.01% of the portfolio and ranks #1479 among its holdings. This is a return to the name: SageView Advisory Group previously reported a position in ENFR as recently as Q3 2023.

SageView Advisory Group first reported a position in ENFR in Q1 2023 and has held it in 4 quarters since. The position peaked at $447K in Q3 2023. 105 funds tracked by Wall St. Rank hold ENFR as of Q4 2025.

SageView Advisory Group held 600 shares of Alerian Energy Infrastructure ETF worth $18.9K as of Q4 2025.
Alerian Energy Infrastructure ETF was a new SageView Advisory Group position in Q4 2025.
Alerian Energy Infrastructure ETF made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #1479 holding.
SageView Advisory Group first reported a position in Alerian Energy Infrastructure ETF in Q1 2023 and has held it in 4 quarters since.
SageView Advisory Group's Alerian Energy Infrastructure ETF position peaked at $447K in Q3 2023.
105 funds tracked by Wall St. Rank held Alerian Energy Infrastructure ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.