WF
ELFY

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

Willow 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 		– Sell
-59,844
Closed -$2.11M – 47
2025
Q4 		$2.11M Buy
+59,844
New +$2.16M 2.14% 19

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 21.71% 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 $810M AUM 29.04% 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 $71.6B AUM 21.08% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return

Willow Financial's ELFY Position: Q1 2026 in Review

Willow Financial sold out of ALPS Electrification Infrastructure ETF (ELFY) in Q1 2026, closing a stake of 59,844 shares — an estimated $2.11M sold.

Willow Financial first reported a position in ELFY in Q4 2025 and held it in 1 quarter. The position peaked at $2.11M in Q4 2025. 38 funds tracked by Wall St. Rank hold ELFY as of Q1 2026.

  • Willow Financial reported no remaining ALPS Electrification Infrastructure ETF position as of Q1 2026 after selling out during the quarter.
  • Willow Financial sold 59,844 ALPS Electrification Infrastructure ETF shares in Q1 2026, an estimated $2.11M.
  • Willow Financial first reported a position in ALPS Electrification Infrastructure ETF in Q4 2025 and held it in 1 quarter.
  • Willow Financial's ALPS Electrification Infrastructure ETF position peaked at $2.11M in Q4 2025.
  • 38 funds tracked by Wall St. Rank held ALPS Electrification Infrastructure ETF as of Q1 2026.

Based on Willow Financial's 13F filing for Q1 2026, filed 21 Apr 2026.