Spire Wealth Management’s Alerian Energy Infrastructure ETF ENFR Stock Holding History

Spire Wealth Management’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	$19.8K	Buy	519 +5	+1%	+$191	﹤0.01%	1446
2026 Q1	$19.6K	Buy	514 +6	+1%	+$211	﹤0.01%	1426
2025 Q4	$16K	Buy	508 +6	+1%	+$186	﹤0.01%	1564
2025 Q3	$16.3K	Buy	502 +6	+1%	+$191	﹤0.01%	1591
2025 Q2	$16K	Buy	496 +6	+1%	+$188	﹤0.01%	1587
2025 Q1	$16.1K	Buy	490 +5	+1%	+$162	﹤0.01%	1685
2024 Q4	$15.1K	Buy	+485	New	+$14.9K	﹤0.01%	1715

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

GHI

Gross & Hartman Investments Leola, Pennsylvania $226M AUM

SHFC

Safe Harbor Family Capital Chapel Hill, North Carolina $150M AUM

AAM

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

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

Spire Wealth Management's ENFR Position: Q2 2026 in Review

Spire Wealth Management increased its Alerian Energy Infrastructure ETF (ENFR) stake by 0.97% in Q2 2026, buying an estimated $191 and bringing the position to 519 shares worth $19.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1446.

Spire Wealth Management first reported a position in ENFR in Q4 2024 and has held it in 7 quarters since. 129 funds tracked by Wall St. Rank hold ENFR as of Q2 2026.

Spire Wealth Management held 519 shares of Alerian Energy Infrastructure ETF worth $19.8K as of Q2 2026.
Spire Wealth Management bought 5 Alerian Energy Infrastructure ETF shares in Q2 2026, an estimated $191.
Alerian Energy Infrastructure ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1446 holding.
Spire Wealth Management first reported a position in Alerian Energy Infrastructure ETF in Q4 2024 and has held it in 7 quarters since.
129 funds tracked by Wall St. Rank held Alerian Energy Infrastructure ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.