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Summit Financial Wealth Advisors’s Alerian Energy Infrastructure ETF ENFR Stock Holding History

Summit Financial Wealth Advisors’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 		$1.47M Buy
38,643
+360
+0.9% +$13.7K 0.19% 67
2026
Q1 		$1.46M Buy
38,283
+435
+1% +$15.3K 0.21% 63
2025
Q4 		$1.19M Buy
+37,848
New +$1.18M 0.17% 69

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
TF
Tenzing Financial Williamsburg, Virginia $146M AUM
TIA
TCFG Investment Advisors Laguna Niguel, California $297M AUM
MWA
Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
PWM
Puff Wealth Management Haddonfield, New Jersey $98.1M AUM
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

Summit Financial Wealth Advisors's ENFR Position: Q2 2026 in Review

Summit Financial Wealth Advisors increased its Alerian Energy Infrastructure ETF (ENFR) stake by 0.94% in Q2 2026, buying an estimated $13.7K and bringing the position to 38,643 shares worth $1.47M. The position accounts for 0.19% of the portfolio, ranked #67.

Summit Financial Wealth Advisors first reported a position in ENFR in Q4 2025 and has held it in 3 quarters since. 21 funds tracked by Wall St. Rank hold ENFR as of Q2 2026.

  • Summit Financial Wealth Advisors held 38,643 shares of Alerian Energy Infrastructure ETF worth $1.47M as of Q2 2026.
  • Summit Financial Wealth Advisors bought 360 Alerian Energy Infrastructure ETF shares in Q2 2026, an estimated $13.7K.
  • Alerian Energy Infrastructure ETF made up 0.19% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #67 holding.
  • Summit Financial Wealth Advisors first reported a position in Alerian Energy Infrastructure ETF in Q4 2025 and has held it in 3 quarters since.
  • 21 funds tracked by Wall St. Rank held Alerian Energy Infrastructure ETF as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.