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
Q2 		$270K Sell
11,019
-481
-4% -$12K 0.01% 542
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 $52.8B AUM 58.98% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 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 $4.39B AUM 72.96% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Aprio Wealth Management's EFXT Position: Q2 2026 in Review

Aprio Wealth Management reduced its Enerflex (EFXT) stake by 4.2% in Q2 2026, selling an estimated $12K and leaving 11,019 shares worth $270K. The position accounts for 0.01% of the portfolio, ranked #542.

Aprio Wealth Management first reported a position in EFXT in Q2 2025 and has held it in 5 quarters since. 166 funds tracked by Wall St. Rank hold EFXT as of Q2 2026.

  • Aprio Wealth Management held 11,019 shares of Enerflex worth $270K as of Q2 2026.
  • Aprio Wealth Management sold 481 Enerflex shares in Q2 2026, an estimated $12K.
  • Enerflex made up 0.01% of Aprio Wealth Management's portfolio in Q2 2026, its #542 holding.
  • Aprio Wealth Management first reported a position in Enerflex in Q2 2025 and has held it in 5 quarters since.
  • 166 funds tracked by Wall St. Rank held Enerflex as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.