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

TCFG 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 Q1	$1.26M	Buy	32,908 +18,050	+121%	+$636K	0.47%	47
2025 Q4	$467K	Buy	+14,858	New	+$461K	0.18%	141
2025 Q3	–	Sell	-9,733	Closed	-$314K	–	270
2025 Q2	$314K	Buy	9,733 +3,025	+45%	+$94.6K	0.14%	187
2025 Q1	$220K	Buy	+6,708	New	+$217K	0.11%	209
2024 Q4	–	Sell	-8,693	Closed	-$246K	–	229
2024 Q3	$246K	Buy	+8,693	New	+$239K	0.12%	179

Other funds holding ENFR

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

GHI

Gross & Hartman Investments Leola, Pennsylvania $192M AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

IFG

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

TCFG Wealth Management's ENFR Position: Q1 2026 in Review

TCFG Wealth Management increased its Alerian Energy Infrastructure ETF (ENFR) stake by 121% in Q1 2026, buying an estimated $636K and bringing the position to 32,908 shares worth $1.26M. The position accounts for 0.47% of the portfolio, ranked #47.

TCFG Wealth Management first reported a position in ENFR in Q3 2024 and has held it in 5 quarters since. 117 funds tracked by Wall St. Rank hold ENFR as of Q1 2026.

TCFG Wealth Management held 32,908 shares of Alerian Energy Infrastructure ETF worth $1.26M as of Q1 2026.
TCFG Wealth Management bought 18,050 Alerian Energy Infrastructure ETF shares in Q1 2026, an estimated $636K.
Alerian Energy Infrastructure ETF made up 0.47% of TCFG Wealth Management's portfolio in Q1 2026, its #47 holding.
TCFG Wealth Management first reported a position in Alerian Energy Infrastructure ETF in Q3 2024 and has held it in 5 quarters since.
117 funds tracked by Wall St. Rank held Alerian Energy Infrastructure ETF as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.