LVW Advisors
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LVW Advisors’s Enerflex EFXT Stock Holding History

LVW Advisors’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
Q3 		$520K Sell
22,817
-9,752
-30% -$217K 0.04% 254
2026
Q2 		$798K Buy
32,569
+6,678
+26% +$167K 0.07% 154
2026
Q1 		$542K Buy
+25,891
New +$494K 0.05% 200

Other funds holding EFXT

Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.88% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
Letko, Brosseau & Associates
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.9B AUM 29.83% 1-Year Est. Return
Intact Investment Management
Intact Investment Management Montreal, Quebec, Canada $3.31B AUM 25.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
PCJ Investment Counsel
PCJ Investment Counsel Toronto, Ontario, Canada $374M AUM 30.95% 1-Year Est. Return

LVW Advisors's EFXT Position: Q3 2026 in Review

LVW Advisors reduced its Enerflex (EFXT) stake by 30% in Q3 2026, selling an estimated $217K and leaving 22,817 shares worth $520K. The position accounts for 0.04% of the portfolio, ranked #254.

LVW Advisors first reported a position in EFXT in Q1 2026 and has held it in 3 quarters since. The position peaked at $798K in Q2 2026. 68 funds tracked by Wall St. Rank hold EFXT as of Q3 2026.

  • LVW Advisors held 22,817 shares of Enerflex worth $520K as of Q3 2026.
  • LVW Advisors sold 9,752 Enerflex shares in Q3 2026, an estimated $217K.
  • Enerflex made up 0.04% of LVW Advisors's portfolio in Q3 2026, its #254 holding.
  • LVW Advisors first reported a position in Enerflex in Q1 2026 and has held it in 3 quarters since.
  • LVW Advisors's Enerflex position peaked at $798K in Q2 2026.
  • 68 funds tracked by Wall St. Rank held Enerflex as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.