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
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

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $4.46B AUM 29.63% 1-Year Est. Return