BW
ELFY

BXM Wealth’s ALPS Electrification Infrastructure ETF ELFY Stock Holding History

BXM Wealth’s Portfolio ELFY Stock Details ELFY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.12M Buy
25,015
+19,055
+320% +$828K 0.61% 41
2026
Q1 		$234K Sell
5,960
-7,389
-55% -$289K 0.18% 119
2025
Q4 		$222K Buy
+13,349
New +$482K 0.17% 117

Other funds holding ELFY

RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
PWP
Prasad Wealth Partners Independence, Ohio $416M AUM 21.9% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
SFC
Strategic Financial Concepts San Antonio, Texas $336M AUM 22.98% 1-Year Est. Return

BXM Wealth's ELFY Position: Q2 2026 in Review

BXM Wealth increased its ALPS Electrification Infrastructure ETF (ELFY) stake by 320% in Q2 2026, buying an estimated $828K and bringing the position to 25,015 shares worth $1.12M. The position accounts for 0.61% of the portfolio, ranked #41.

BXM Wealth first reported a position in ELFY in Q4 2025 and has held it in 3 quarters since. 16 funds tracked by Wall St. Rank hold ELFY as of Q2 2026.

  • BXM Wealth held 25,015 shares of ALPS Electrification Infrastructure ETF worth $1.12M as of Q2 2026.
  • BXM Wealth bought 19,055 ALPS Electrification Infrastructure ETF shares in Q2 2026, an estimated $828K.
  • ALPS Electrification Infrastructure ETF made up 0.61% of BXM Wealth's portfolio in Q2 2026, its #41 holding.
  • BXM Wealth first reported a position in ALPS Electrification Infrastructure ETF in Q4 2025 and has held it in 3 quarters since.
  • 16 funds tracked by Wall St. Rank held ALPS Electrification Infrastructure ETF as of Q2 2026.

Based on BXM Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.