DWM
ELFY

Diversify Wealth Management’s ALPS Electrification Infrastructure ETF ELFY Stock Holding History

Diversify Wealth Management’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
Q1 		$455K Buy
+10,756
New +$421K 0.01% 840

Other funds holding ELFY

RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return
IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $810M AUM 29.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return

Diversify Wealth Management's ELFY Position: Q1 2026 in Review

Diversify Wealth Management opened a new position in ALPS Electrification Infrastructure ETF (ELFY) in Q1 2026: 10,756 shares worth $455K. The stake represents 0.01% of the portfolio and ranks #840 among its holdings.

38 funds tracked by Wall St. Rank hold ELFY as of Q1 2026.

  • Diversify Wealth Management held 10,756 shares of ALPS Electrification Infrastructure ETF worth $455K as of Q1 2026.
  • ALPS Electrification Infrastructure ETF was a new Diversify Wealth Management position in Q1 2026.
  • ALPS Electrification Infrastructure ETF made up 0.01% of Diversify Wealth Management's portfolio in Q1 2026, its #840 holding.
  • 38 funds tracked by Wall St. Rank held ALPS Electrification Infrastructure ETF as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.