PIA
EFC

Powell Investment Advisors’s Ellington Financial EFC Stock Holding History

Powell Investment Advisors’s Portfolio EFC Stock Details EFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$292K Hold
21,225
– – 0.09% 104
2026
Q1 		$254K Hold
21,225
– – 0.09% 115
2025
Q4 		$291K Hold
21,225
– – 0.1% 113
2025
Q3 		$278K Hold
21,225
– – 0.1% 117
2025
Q2 		$278K Hold
21,225
– – 0.1% 113
2025
Q1 		$284K Hold
21,225
– – 0.14% 90
2024
Q4 		$260K Hold
21,225
– – 0.12% 106
2024
Q3 		$276K Buy
+21,225
New +$274K 0.13% 96

Other funds holding EFC

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
NG
Norden Group Provo, Utah $1.22B AUM 36.64% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Powell Investment Advisors's EFC Position: Q2 2026 in Review

Powell Investment Advisors held its Ellington Financial (EFC) position steady in Q2 2026 at 21,225 shares worth $292K. The position accounts for 0.09% of the portfolio, ranked #104.

Powell Investment Advisors first reported a position in EFC in Q3 2024 and has held it in 8 quarters since. 64 funds tracked by Wall St. Rank hold EFC as of Q2 2026.

  • Powell Investment Advisors held 21,225 shares of Ellington Financial worth $292K as of Q2 2026.
  • Powell Investment Advisors left its Ellington Financial share count unchanged in Q2 2026.
  • Ellington Financial made up 0.09% of Powell Investment Advisors's portfolio in Q2 2026, its #104 holding.
  • Powell Investment Advisors first reported a position in Ellington Financial in Q3 2024 and has held it in 8 quarters since.
  • 64 funds tracked by Wall St. Rank held Ellington Financial as of Q2 2026.

Based on Powell Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.