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
2026 Q1	–	Sell	-600	Closed	-$18.9K	–	1134
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 $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

GHI

Gross & Hartman Investments Leola, Pennsylvania $226M AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

IFG

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

SageView Advisory Group's ENFR Position: Q1 2026 in Review

SageView Advisory Group sold out of Alerian Energy Infrastructure ETF (ENFR) in Q1 2026, closing a stake of 600 shares — an estimated $18.9K sold.

SageView Advisory Group first reported a position in ENFR in Q1 2023 and held it in 4 quarters. The position peaked at $447K in Q3 2023. 117 funds tracked by Wall St. Rank hold ENFR as of Q1 2026.

SageView Advisory Group reported no remaining Alerian Energy Infrastructure ETF position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 600 Alerian Energy Infrastructure ETF shares in Q1 2026, an estimated $18.9K.
SageView Advisory Group first reported a position in Alerian Energy Infrastructure ETF in Q1 2023 and held it in 4 quarters.
SageView Advisory Group's Alerian Energy Infrastructure ETF position peaked at $447K in Q3 2023.
117 funds tracked by Wall St. Rank held Alerian Energy Infrastructure ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.