TFO Wealth Partners’s Alerian Energy Infrastructure ETF ENFR Stock Holding History

TFO Wealth Partners’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 Q3	$1.87M	Hold	51,121	–	–	0.24%	34
2026 Q2	$1.95M	Hold	51,121	–	–	0.21%	30
2026 Q1	$1.95M	Hold	51,121	–	–	0.27%	30
2025 Q4	$1.61M	Hold	51,121	–	–	0.24%	29
2025 Q3	$1.66M	Hold	51,121	–	–	0.27%	25
2025 Q2	$1.65M	Hold	51,121	–	–	0.29%	24
2025 Q1	$1.68M	Buy	+51,121	New	+$1.65M	0.33%	18

Other funds holding ENFR

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Gross & Hartman Investments Leola, Pennsylvania $231M AUM 9.13% 1-Year Est. Return

SHFC

Safe Harbor Family Capital Chapel Hill, North Carolina $154M AUM 8.79% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return

TFO Wealth Partners's ENFR Position: Q3 2026 in Review

TFO Wealth Partners held its Alerian Energy Infrastructure ETF (ENFR) position steady in Q3 2026 at 51,121 shares worth $1.87M. The position accounts for 0.24% of the portfolio, ranked #34.

TFO Wealth Partners first reported a position in ENFR in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.95M in Q1 2026. 103 funds tracked by Wall St. Rank hold ENFR as of Q3 2026.

TFO Wealth Partners held 51,121 shares of Alerian Energy Infrastructure ETF worth $1.87M as of Q3 2026.
TFO Wealth Partners left its Alerian Energy Infrastructure ETF share count unchanged in Q3 2026.
Alerian Energy Infrastructure ETF made up 0.24% of TFO Wealth Partners's portfolio in Q3 2026, its #34 holding.
TFO Wealth Partners first reported a position in Alerian Energy Infrastructure ETF in Q1 2025 and has held it in 7 quarters since.
TFO Wealth Partners's Alerian Energy Infrastructure ETF position peaked at $1.95M in Q1 2026.
103 funds tracked by Wall St. Rank held Alerian Energy Infrastructure ETF as of Q3 2026.

Based on TFO Wealth Partners's 13F filing for Q3 2026, filed 9 Nov 2026.