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BSW Wealth Partners’s Copel ELPC Stock Holding History

BSW Wealth Partners’s Portfolio ELPC Stock Details ELPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$194K Buy
+16,671
New +$203K 0.02% 323

Other funds holding ELPC

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

BSW Wealth Partners's ELPC Position: Q2 2026 in Review

BSW Wealth Partners opened a new position in Copel (ELPC) in Q2 2026: 16,671 shares worth $194K. The stake represents 0.02% of the portfolio and ranks #323 among its holdings.

10 funds tracked by Wall St. Rank hold ELPC as of Q2 2026.

  • BSW Wealth Partners held 16,671 shares of Copel worth $194K as of Q2 2026.
  • Copel was a new BSW Wealth Partners position in Q2 2026.
  • Copel made up 0.02% of BSW Wealth Partners's portfolio in Q2 2026, its #323 holding.
  • 10 funds tracked by Wall St. Rank held Copel as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.