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
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 $68.3B AUM 20.5% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return
IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

Summit Financial's ELFY Position: Q1 2026 in Review

Summit Financial reduced its ALPS Electrification Infrastructure ETF (ELFY) stake by 3.9% in Q1 2026, selling an estimated $14.5K and leaving 9,116 shares worth $359K. The position accounts for ﹤0.01% of the portfolio, ranked #1115.

Summit Financial first reported a position in ELFY in Q3 2025 and has held it in 3 quarters since. 38 funds tracked by Wall St. Rank hold ELFY as of Q1 2026.

  • Summit Financial held 9,116 shares of ALPS Electrification Infrastructure ETF worth $359K as of Q1 2026.
  • Summit Financial sold 370 ALPS Electrification Infrastructure ETF shares in Q1 2026, an estimated $14.5K.
  • ALPS Electrification Infrastructure ETF made up ﹤0.01% of Summit Financial's portfolio in Q1 2026, its #1115 holding.
  • Summit Financial first reported a position in ALPS Electrification Infrastructure ETF in Q3 2025 and has held it in 3 quarters since.
  • 38 funds tracked by Wall St. Rank held ALPS Electrification Infrastructure ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.