Wealth Enhancement Advisory Services’s Alerian Energy Infrastructure ETF ENFR Stock Holding History

Wealth Enhancement Advisory Services’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	$2.3M	Sell	60,446 -865	-1%	-$33.9K	﹤0.01%	1573
2026 Q2	$2.38M	Sell	61,311 -3,419	-5%	-$130K	﹤0.01%	1463
2026 Q1	$2.45M	Sell	64,730 -8,361	-11%	-$295K	0.01%	1281
2025 Q4	$2.25M	Buy	73,091 +3,559	+5%	+$110K	﹤0.01%	1451
2025 Q3	$2.23M	Sell	69,532 -6,571	-9%	-$209K	﹤0.01%	1369
2025 Q2	$2.43M	Buy	76,103 +4,611	+6%	+$144K	﹤0.01%	1258
2025 Q1	$2.34M	Buy	71,492 +3,242	+5%	+$105K	﹤0.01%	1168
2024 Q4	$2.13M	Sell	68,250 -1,084	-2%	-$33.2K	﹤0.01%	1154
2024 Q3	$1.96M	Buy	69,334 +2,685	+4%	+$73.7K	﹤0.01%	1063
2024 Q2	$1.77M	Sell	66,649 -3,805	-5%	-$97.5K	﹤0.01%	1034
2024 Q1	$1.79M	Hold	70,454	–	–	﹤0.01%	988
2023 Q4	$1.63M	Buy	70,454 +947	+1%	+$21.3K	﹤0.01%	973
2023 Q3	$1.54M	Buy	+69,507	New	+$1.55M	0.01%	949

Other funds holding ENFR

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

CRWM

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

KFGG

Keystone Financial Group (Georgia) Atlanta, Georgia $188M AUM 7.17% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

SMH

Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return

PWM

Puff Wealth Management Haddonfield, New Jersey $106M AUM

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Bulwark Capital Fernandina Beach, Florida $189M AUM 7.81% 1-Year Est. Return

Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Wealth Enhancement Advisory Services's ENFR Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its Alerian Energy Infrastructure ETF (ENFR) stake by 1.4% in Q3 2026, selling an estimated $33.9K and leaving 60,446 shares worth $2.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1573.

Wealth Enhancement Advisory Services first reported a position in ENFR in Q3 2023 and has held it in 13 quarters since. The position peaked at $2.45M in Q1 2026. 16 funds tracked by Wall St. Rank hold ENFR as of Q3 2026.

Wealth Enhancement Advisory Services held 60,446 shares of Alerian Energy Infrastructure ETF worth $2.3M as of Q3 2026.
Wealth Enhancement Advisory Services sold 865 Alerian Energy Infrastructure ETF shares in Q3 2026, an estimated $33.9K.
Alerian Energy Infrastructure ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1573 holding.
Wealth Enhancement Advisory Services first reported a position in Alerian Energy Infrastructure ETF in Q3 2023 and has held it in 13 quarters since.
Wealth Enhancement Advisory Services's Alerian Energy Infrastructure ETF position peaked at $2.45M in Q1 2026.
16 funds tracked by Wall St. Rank held Alerian Energy Infrastructure ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.