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

Summit Financial’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 		$748K Buy
19,629
+124
+0.6% +$4.73K 0.01% 948
2026
Q1 		$745K Buy
19,505
+561
+3% +$19.8K 0.01% 876
2025
Q4 		$596K Sell
18,944
-12,992
-41% -$403K 0.01% 830
2025
Q3 		$1.04M Buy
+31,936
New +$1.02M 0.02% 644

Other funds holding ENFR

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
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
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Summit Financial's ENFR Position: Q2 2026 in Review

Summit Financial increased its Alerian Energy Infrastructure ETF (ENFR) stake by 0.64% in Q2 2026, buying an estimated $4.73K and bringing the position to 19,629 shares worth $748K. The position accounts for 0.01% of the portfolio, ranked #948.

Summit Financial first reported a position in ENFR in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.04M in Q3 2025. 129 funds tracked by Wall St. Rank hold ENFR as of Q2 2026.

  • Summit Financial held 19,629 shares of Alerian Energy Infrastructure ETF worth $748K as of Q2 2026.
  • Summit Financial bought 124 Alerian Energy Infrastructure ETF shares in Q2 2026, an estimated $4.73K.
  • Alerian Energy Infrastructure ETF made up 0.01% of Summit Financial's portfolio in Q2 2026, its #948 holding.
  • Summit Financial first reported a position in Alerian Energy Infrastructure ETF in Q3 2025 and has held it in 4 quarters since.
  • Summit Financial's Alerian Energy Infrastructure ETF position peaked at $1.04M in Q3 2025.
  • 129 funds tracked by Wall St. Rank held Alerian Energy Infrastructure ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.