Physician Wealth Advisors
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Physician Wealth Advisors’s Copel ELPC Stock Holding History

Physician 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
Q3 		– Sell
-45
Closed -$525 – 2499
2026
Q2 		$525 Buy
+45
New +$549 ﹤0.01% 2103

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Dimensional Fund Advisors
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Creative Planning
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Ethic Inc
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Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $134B AUM 35.21% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Physician Wealth Advisors's ELPC Position: Q3 2026 in Review

Physician Wealth Advisors sold out of Copel (ELPC) in Q3 2026, closing a stake of 45 shares — an estimated $525 sold.

Physician Wealth Advisors first reported a position in ELPC in Q2 2026 and held it in 1 quarter. The position peaked at $525 in Q2 2026. 72 funds tracked by Wall St. Rank hold ELPC as of Q3 2026.

  • Physician Wealth Advisors reported no remaining Copel position as of Q3 2026 after selling out during the quarter.
  • Physician Wealth Advisors sold 45 Copel shares in Q3 2026, an estimated $525.
  • Physician Wealth Advisors first reported a position in Copel in Q2 2026 and held it in 1 quarter.
  • Physician Wealth Advisors's Copel position peaked at $525 in Q2 2026.
  • 72 funds tracked by Wall St. Rank held Copel as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.