Wealth Enhancement Advisory Services
ENFR icon

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

IFG
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
DAS
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
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
BC
Bulwark Capital Fernandina Beach, Florida $189M AUM 7.81% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return
CAM
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.