WR Wealth Planners’s Alerian Energy Infrastructure ETF ENFR Stock Holding History

WR Wealth Planners’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
2024 Q2	–	Sell	-600	Closed	-$15.3K	–	1169
2024 Q1	$15.3K	Buy	+600	New	+$14.2K	﹤0.01%	508
2023 Q4	–	Sell	-583	Closed	-$12.9K	–	391
2023 Q3	$12.9K	Buy	583 +8	+1%	+$178	﹤0.01%	500
2023 Q2	$12.5K	Buy	575 +9	+2%	+$190	﹤0.01%	509
2023 Q1	$11.9K	Buy	566 +8	+1%	+$171	0.01%	513
2022 Q4	$11.8K	Buy	558 +7	+1%	+$151	0.01%	252
2022 Q3	$10.9K	Buy	551 +7	+1%	+$151	0.01%	253
2022 Q2	$11K	Buy	544 +8	+1%	+$179	0.01%	273
2022 Q1	$12.2K	Buy	+536	New	+$11.2K	0.01%	273

Other funds holding ENFR

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

WAM

WNY Asset Management Williamsville, New York $967M AUM

USCWA

U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WR Wealth Planners's ENFR Position: Q2 2024 in Review

WR Wealth Planners sold out of Alerian Energy Infrastructure ETF (ENFR) in Q2 2024, closing a stake of 600 shares — an estimated $15.3K sold.

WR Wealth Planners first reported a position in ENFR in Q1 2022 and held it in 8 quarters. The position peaked at $15.3K in Q1 2024. 64 funds tracked by Wall St. Rank hold ENFR as of Q2 2024.

WR Wealth Planners reported no remaining Alerian Energy Infrastructure ETF position as of Q2 2024 after selling out during the quarter.
WR Wealth Planners sold 600 Alerian Energy Infrastructure ETF shares in Q2 2024, an estimated $15.3K.
WR Wealth Planners first reported a position in Alerian Energy Infrastructure ETF in Q1 2022 and held it in 8 quarters.
WR Wealth Planners's Alerian Energy Infrastructure ETF position peaked at $15.3K in Q1 2024.
64 funds tracked by Wall St. Rank held Alerian Energy Infrastructure ETF as of Q2 2024.

Based on WR Wealth Planners's 13F filing for Q2 2024, filed 31 Jul 2024.