ENFR — ALPS ETF TR

Ownership history in WT Wealth Management  ·  5 quarters on record

This page tracks every 13F SEC filing in which WT Wealth Management reported a position in ALPS ETF TR (ENFR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.8% (2025 Q4)
Avg. % of fund
1.48%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 199,315 +8,778 +4.6% 1.80% $6.3M $31.11
2025 Q3 ADDED 190,537 +3,416 +1.8% 1.78% $6.2M $31.66
2025 Q2 ADDED 187,121 +28,474 +17.9% 1.79% $6.0M $31.11
2025 Q1 ADDED 158,647 +123,869 +356.2% 1.69% $5.2M $31.24
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    ENFR price (monthly, adj. close)

Other funds also holding ENFR

As of 2025 Q4 — sorted by position size

Safe Harbor Family Capital, LLC 2.48% KRAEMATON INVESTMENT ADVISORS, INC 3Y 1.27% Castle Rock Wealth Management, LLC 3Y 7Y 0.73% Windsor Advisory Group, LLC 0.72% BRASADA CAPITAL MANAGEMENT, LP 3Y 7Y 0.63% CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 3Y 0.41% Gilliland Jeter Wealth Management LLC 0.35% GUIDANCE CAPITAL, INC 0.25% TFO Wealth Partners, LLC 3Y 0.24% MILLER HOWARD INVESTMENTS INC /NY 3Y 7Y 0.21%
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