ENFR β€” ALPS ETF TR

Ownership history in TFO Wealth Partners, LLC  Β·  4 quarters on record

AI Ownership Summary

TFO Wealth Partners, LLC reported ALPS ETF TR (ENFR) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 0.33% in 2025 Q1. The latest visible filing shows ENFR at 0.24% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ENFR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was TFO Wealth Partners, LLC's position in ALPS ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

ENFR was reported at 0.24% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.33% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How TFO Wealth Partners, LLC held ENFR β€” position size vs. price
% of Fund (quarterly)    ENFR price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 51,121 β€” 0% 0.24% $1.6M 2026-02-14 (Est.) $36.00
2025 Q3 UNCHANGED 51,121 β€” 0% 0.27% $1.7M 2025-10-21 $29.84
2025 Q2 UNCHANGED 51,121 β€” 0% 0.29% $1.6M 2025-08-07 $30.82
2025 Q1 INITIATED 51,121 β€” β€” 0.33% $1.7M 2025-05-08 $29.78

FAQ About TFO Wealth Partners, LLC and ENFR

These are the practical questions this page is built to answer before you even open the full history table.

How long has TFO Wealth Partners, LLC reported owning ENFR?

TFO Wealth Partners, LLC reported ENFR across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported ENFR position in TFO Wealth Partners, LLC's portfolio?

The largest reported portfolio weight for ENFR was 0.33% in 2025 Q1.

What is the latest reported ENFR position on this page?

The most recent filing on this page is 2025 Q4, when TFO Wealth Partners, LLC reported 51,121 shares, equal to 0.24% of portfolio, with an estimated market value of $1.6M.

What does the chart on this ENFR ownership page compare?

The chart compares TFO Wealth Partners, LLC's quarterly ENFR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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