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Alps Etf Tr alerian energy shares owned by Summit Financial Wealth Advisors

Quarter-by-quarter ownership of Alps Etf Tr alerian energy (ENFR) shares owned by Summit Financial Wealth Advisors from 13F filings

Historical chart of Summit Financial Wealth Advisors investment in Alps Etf Tr alerian energy

Tip: Access up to 7 years of quarterly data

All positions including Alps Etf Tr alerian energy held by Summit Financial Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Alps Etf Tr alerian energy by Summit Financial Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.2M 38k 31.46

More positions owned by Summit Financial Wealth Advisors

Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Vanguard Index Fds Growth Etf (VUG)
Spdr Series Trust State Street Spd (SPBO)
Pimco Etf Tr Ultra Short Govt (BILZ)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr Pfd And Incm Sec (PFF)
Fidelity Covington Trust Enhanced Mid (FMDE)
First Tr Exchange-traded First Tr Enh New (FTSM)
Vanguard Index Fds Total Stk Mkt (VTI)
Raytheon Technologies Corp (RTX)
Ishares Tr Core S&p Scp Etf (IJR)
Cummins (CMI)
3M Company (MMM)
Valero Energy Corporation (VLO)

View all positions for Summit Financial Wealth Advisors

Top funds holding Alps Etf Tr alerian energy

Raymond James Financial
Wells Fargo & Company
LPL Financial
Advisors Asset Management
Miller/Howard Investments
Goldman Sachs Group
WT Wealth Management
Mariner Wealth Advisors
Ameriprise Financial
Brasada Capital Management
Castle Rock Wealth Management
Cetera Investment Advisers
Safe Harbor Family Capital
Jane Street
Sanctuary Advisors

View all funds holding Alps Etf Tr alerian energy