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 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 $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

TFO Wealth Partners's ENFR Position: Q1 2026 in Review

TFO Wealth Partners held its Alerian Energy Infrastructure ETF (ENFR) position steady in Q1 2026 at 51,121 shares worth $1.95M. The position accounts for 0.27% of the portfolio, ranked #30.

TFO Wealth Partners first reported a position in ENFR in Q1 2025 and has held it in 5 quarters since. 117 funds tracked by Wall St. Rank hold ENFR as of Q1 2026.

TFO Wealth Partners held 51,121 shares of Alerian Energy Infrastructure ETF worth $1.95M as of Q1 2026.
TFO Wealth Partners left its Alerian Energy Infrastructure ETF share count unchanged in Q1 2026.
Alerian Energy Infrastructure ETF made up 0.27% of TFO Wealth Partners's portfolio in Q1 2026, its #30 holding.
TFO Wealth Partners first reported a position in Alerian Energy Infrastructure ETF in Q1 2025 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 TFO Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.