SF
ELFY

Summit Financial’s ALPS Electrification Infrastructure ETF ELFY Stock Holding History

Summit Financial’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
Q2 		$481K Buy
10,711
+1,595
+17% +$69.3K 0.01% 1109
2026
Q1 		$359K Sell
9,116
-370
-4% -$14.5K ﹤0.01% 1115
2025
Q4 		$334K Buy
9,486
+796
+9% +$28.7K ﹤0.01% 1037
2025
Q3 		$311K Buy
+8,690
New +$294K ﹤0.01% 1048

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 $85.1B AUM 27.35% 1-Year Est. Return
PWP
Prasad Wealth Partners Independence, Ohio $416M AUM 21.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.54B AUM 37.12% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
IA
Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $2.01B AUM 53.49% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Summit Financial's ELFY Position: Q2 2026 in Review

Summit Financial increased its ALPS Electrification Infrastructure ETF (ELFY) stake by 17% in Q2 2026, buying an estimated $69.3K and bringing the position to 10,711 shares worth $481K. The position accounts for 0.01% of the portfolio, ranked #1109.

Summit Financial first reported a position in ELFY in Q3 2025 and has held it in 4 quarters since. 50 funds tracked by Wall St. Rank hold ELFY as of Q2 2026.

  • Summit Financial held 10,711 shares of ALPS Electrification Infrastructure ETF worth $481K as of Q2 2026.
  • Summit Financial bought 1,595 ALPS Electrification Infrastructure ETF shares in Q2 2026, an estimated $69.3K.
  • ALPS Electrification Infrastructure ETF made up 0.01% of Summit Financial's portfolio in Q2 2026, its #1109 holding.
  • Summit Financial first reported a position in ALPS Electrification Infrastructure ETF in Q3 2025 and has held it in 4 quarters since.
  • 50 funds tracked by Wall St. Rank held ALPS Electrification Infrastructure ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.