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True Wealth Design’s Ellington Financial EFC Stock Holding History

True Wealth Design’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
Q3 		$237 Hold
20
– – ﹤0.01% 2316
2026
Q2 		$273 Hold
20
– – ﹤0.01% 2377
2026
Q1 		$237 Sell
20
-125
-86% -$1.59K ﹤0.01% 2290
2025
Q4 		$1.97K Hold
145
– – ﹤0.01% 1458
2025
Q3 		$1.88K Buy
145
+125
+625% +$1.67K ﹤0.01% 1484
2025
Q2 		$260 Buy
+20
New +$254 ﹤0.01% 1991

Other funds holding EFC

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
CAM
CenterStar Asset Management Chicago, Illinois $425M AUM 22.49% 1-Year Est. Return
MCFP
Mallini Complete Financial Planning Gainesville, Florida $143M AUM 6.85% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

True Wealth Design's EFC Position: Q3 2026 in Review

True Wealth Design held its Ellington Financial (EFC) position steady in Q3 2026 at 20 shares worth $237. The position accounts for ﹤0.01% of the portfolio, ranked #2316.

True Wealth Design first reported a position in EFC in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.97K in Q4 2025. 12 funds tracked by Wall St. Rank hold EFC as of Q3 2026.

  • True Wealth Design held 20 shares of Ellington Financial worth $237 as of Q3 2026.
  • True Wealth Design left its Ellington Financial share count unchanged in Q3 2026.
  • Ellington Financial made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2316 holding.
  • True Wealth Design first reported a position in Ellington Financial in Q2 2025 and has held it in 6 quarters since.
  • True Wealth Design's Ellington Financial position peaked at $1.97K in Q4 2025.
  • 12 funds tracked by Wall St. Rank held Ellington Financial as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.