WealthCare Investment Partners’s Alerian Energy Infrastructure ETF ENFR Stock Holding History

WealthCare Investment 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
2025 Q1	–	Sell	-7,336	Closed	-$232K	–	151
2024 Q4	$232K	Sell	7,336 -48	-0.7%	-$1.47K	0.1%	129
2024 Q3	$216K	Sell	7,384 -987	-12%	-$27.1K	0.09%	135
2024 Q2	$222K	Sell	8,371 -2,988	-26%	-$76.6K	0.1%	130
2024 Q1	$289K	Sell	11,359 -8,747	-44%	-$207K	0.14%	107
2023 Q4	$467K	Sell	20,106 -1,609	-7%	-$36.2K	0.25%	81
2023 Q3	$469K	Sell	21,715 -1,023	-4%	-$22.8K	0.29%	72
2023 Q2	$495K	Buy	22,738 +1,568	+7%	+$33.1K	0.3%	69
2023 Q1	$443K	Buy	21,170 +9,974	+89%	+$213K	0.27%	76
2022 Q4	$237K	Buy	+11,196	New	+$241K	0.16%	101

Other funds holding ENFR

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MHI

Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

WWM

WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return

FIS

Fischer Investment Strategies Westlake Village, California $210M AUM 28.93% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

WealthCare Investment Partners's ENFR Position: Q1 2025 in Review

WealthCare Investment Partners sold out of Alerian Energy Infrastructure ETF (ENFR) in Q1 2025, closing a stake of 7,336 shares — an estimated $232K sold.

WealthCare Investment Partners first reported a position in ENFR in Q4 2022 and held it in 9 quarters. The position peaked at $495K in Q2 2023. 97 funds tracked by Wall St. Rank hold ENFR as of Q1 2025.

WealthCare Investment Partners reported no remaining Alerian Energy Infrastructure ETF position as of Q1 2025 after selling out during the quarter.
WealthCare Investment Partners sold 7,336 Alerian Energy Infrastructure ETF shares in Q1 2025, an estimated $232K.
WealthCare Investment Partners first reported a position in Alerian Energy Infrastructure ETF in Q4 2022 and held it in 9 quarters.
WealthCare Investment Partners's Alerian Energy Infrastructure ETF position peaked at $495K in Q2 2023.
97 funds tracked by Wall St. Rank held Alerian Energy Infrastructure ETF as of Q1 2025.

Based on WealthCare Investment Partners's 13F filing for Q1 2025, filed 22 Apr 2025.