AWM
EFXT

Aprio Wealth Management’s Enerflex EFXT Stock Holding History

Aprio Wealth Management’s Portfolio EFXT Stock Details EFXT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$241K Sell
11,500
-284
-2% -$5.42K 0.01% 552
2025
Q4 		$182K Hold
11,784
– – 0.01% 532
2025
Q3 		$127K Buy
11,784
+190
+2% +$1.76K 0.01% 428
2025
Q2 		$91.5K Buy
+11,594
New +$82.9K 0.01% 403

Other funds holding EFXT

Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Aprio Wealth Management's EFXT Position: Q1 2026 in Review

Aprio Wealth Management reduced its Enerflex (EFXT) stake by 2.4% in Q1 2026, selling an estimated $5.42K and leaving 11,500 shares worth $241K. The position accounts for 0.01% of the portfolio, ranked #552.

Aprio Wealth Management first reported a position in EFXT in Q2 2025 and has held it in 4 quarters since. 161 funds tracked by Wall St. Rank hold EFXT as of Q1 2026.

  • Aprio Wealth Management held 11,500 shares of Enerflex worth $241K as of Q1 2026.
  • Aprio Wealth Management sold 284 Enerflex shares in Q1 2026, an estimated $5.42K.
  • Enerflex made up 0.01% of Aprio Wealth Management's portfolio in Q1 2026, its #552 holding.
  • Aprio Wealth Management first reported a position in Enerflex in Q2 2025 and has held it in 4 quarters since.
  • 161 funds tracked by Wall St. Rank held Enerflex as of Q1 2026.

Based on Aprio Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.