Allworth Financial’s Envela ELA Stock Holding History

Allworth Financial’s Portfolio ELA Stock Details ELA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-16	Closed	-$267	–	5227
2026 Q1	$267	Buy	+16	New	+$220	﹤0.01%	4872

Other funds holding ELA

MBAM

Mink Brook Asset Management West Palm Beach, Florida $227M AUM 64.76% 1-Year Est. Return

TCM

Topline Capital Management Santa Monica, California $386M AUM 2.37% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Allworth Financial's ELA Position: Q2 2026 in Review

Allworth Financial sold out of Envela (ELA) in Q2 2026, closing a stake of 16 shares — an estimated $267 sold.

Allworth Financial first reported a position in ELA in Q1 2026 and held it in 1 quarter. The position peaked at $267 in Q1 2026. 94 funds tracked by Wall St. Rank hold ELA as of Q2 2026.

Allworth Financial reported no remaining Envela position as of Q2 2026 after selling out during the quarter.
Allworth Financial sold 16 Envela shares in Q2 2026, an estimated $267.
Allworth Financial first reported a position in Envela in Q1 2026 and held it in 1 quarter.
Allworth Financial's Envela position peaked at $267 in Q1 2026.
94 funds tracked by Wall St. Rank held Envela as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.