JWA
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JFS Wealth Advisors’s Copel ELPC Stock Holding History

JFS Wealth Advisors’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 		$1.06K Hold
91
– – ﹤0.01% 1792
2026
Q1 		$1.09K Sell
91
-3
-3% -$32 ﹤0.01% 1655
2025
Q4 		$894 Buy
+94
New +$897 ﹤0.01% 1724

Other funds holding ELPC

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 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
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

JFS Wealth Advisors's ELPC Position: Q2 2026 in Review

JFS Wealth Advisors held its Copel (ELPC) position steady in Q2 2026 at 91 shares worth $1.06K. The position accounts for ﹤0.01% of the portfolio, ranked #1792.

JFS Wealth Advisors first reported a position in ELPC in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.09K in Q1 2026. 15 funds tracked by Wall St. Rank hold ELPC as of Q2 2026.

  • JFS Wealth Advisors held 91 shares of Copel worth $1.06K as of Q2 2026.
  • JFS Wealth Advisors left its Copel share count unchanged in Q2 2026.
  • Copel made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1792 holding.
  • JFS Wealth Advisors first reported a position in Copel in Q4 2025 and has held it in 3 quarters since.
  • JFS Wealth Advisors's Copel position peaked at $1.09K in Q1 2026.
  • 15 funds tracked by Wall St. Rank held Copel as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.