True Wealth Design’s Copel ELPC Stock Holding History

True Wealth Design’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	$1.3K	Sell	105 -83	-44%	-$972	﹤0.01%	1836
2026 Q2	$2.19K	Sell	188 -20	-10%	-$244	﹤0.01%	1652
2026 Q1	$2.48K	Buy	208 +139	+201%	+$1.48K	﹤0.01%	1453
2025 Q4	$657	Buy	+69	New	+$658	﹤0.01%	1859

Other funds holding ELPC

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

FIA

FNY Investment Advisers New York $402M AUM 85.34% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

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

True Wealth Design reduced its Copel (ELPC) stake by 44% in Q3 2026, selling an estimated $972 and leaving 105 shares worth $1.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1836.

True Wealth Design first reported a position in ELPC in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.48K in Q1 2026. 8 funds tracked by Wall St. Rank hold ELPC as of Q3 2026.

True Wealth Design held 105 shares of Copel worth $1.3K as of Q3 2026.
True Wealth Design sold 83 Copel shares in Q3 2026, an estimated $972.
Copel made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1836 holding.
True Wealth Design first reported a position in Copel in Q4 2025 and has held it in 4 quarters since.
True Wealth Design's Copel position peaked at $2.48K in Q1 2026.
8 funds tracked by Wall St. Rank held Copel as of Q3 2026.

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