180 Wealth Advisors’s Tortoise Energy Infrastructure Corp TYG Stock Holding History

180 Wealth Advisors’s Portfolio TYG Stock Details TYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.86M	Sell	43,329 -2,425	-5%	-$111K	0.19%	129
2026 Q1	$2.28M	Sell	45,754 -623	-1%	-$29.2K	0.26%	97
2025 Q4	$1.9M	Sell	46,377 -529	-1%	-$22.6K	0.22%	107
2025 Q3	$2.02M	Buy	46,906 +1	+0%	+$43	0.25%	99
2025 Q2	$2.06M	Sell	46,905 -1,827	-4%	-$74K	0.29%	92
2025 Q1	$2.1M	Sell	48,732 -3,554	-7%	-$157K	0.33%	78
2024 Q4	$2.2M	Sell	52,286 -1,734	-3%	-$73.2K	0.34%	69
2024 Q3	$2.12M	Sell	54,020 -401	-0.7%	-$14.5K	0.33%	76
2024 Q2	$1.94M	Buy	54,421 +74	+0.1%	+$2.41K	0.32%	80
2024 Q1	$1.68M	Buy	54,347 +348	+0.6%	+$10.2K	0.3%	87
2023 Q4	$1.57M	Sell	53,999 -1,803	-3%	-$51K	0.31%	90
2023 Q3	$1.61M	Buy	55,802 +2,487	+5%	+$75.1K	0.36%	78
2023 Q2	$1.58M	Sell	53,315 -2,080	-4%	-$60K	0.35%	81
2023 Q1	$1.63M	Sell	55,395 -897	-2%	-$28.2K	0.38%	73
2022 Q4	$1.89M	Sell	56,292 -1,704	-3%	-$55.3K	0.44%	67
2022 Q3	$1.74M	Sell	57,996 -4,130	-7%	-$135K	0.48%	62
2022 Q2	$1.87M	Sell	62,126 -980	-2%	-$32.1K	0.48%	65
2022 Q1	$2.26M	Sell	63,106 -415	-0.7%	-$12.8K	0.49%	56
2021 Q4	$1.84M	Sell	63,521 -843	-1%	-$24.3K	0.41%	66
2021 Q3	$1.95M	Sell	64,364 -744	-1%	-$20.1K	0.43%	62
2021 Q2	$1.76M	Buy	65,108 +164	+0.3%	+$4.46K	0.4%	65
2021 Q1	$1.75M	Sell	64,944 -3,691	-5%	-$86.6K	0.44%	64
2020 Q4	$1.63M	Buy	68,635 +220	+0.3%	+$4K	0.47%	57
2020 Q3	$1.12M	Buy	68,415 +9,714	+17%	+$158K	0.42%	66
2020 Q2	$963K	Buy	58,701 +27,895	+91%	+$458K	0.38%	71
2020 Q1	$344K	Buy	30,806 +10,355	+51%	+$550K	0.18%	142
2019 Q4	$1.59M	Buy	20,451 +3,630	+22%	+$266K	0.63%	33
2019 Q3	$1.3M	Buy	16,821 +4,863	+41%	+$420K	0.57%	45
2019 Q2	$1.05M	Buy	11,958 +1,808	+18%	+$167K	0.47%	56
2019 Q1	$932K	Buy	10,150 +7,399	+269%	+$701K	0.42%	64
2018 Q4	$296K	Hold	2,751	–	–	0.14%	183
2018 Q3	$296K	Buy	+2,751	New	+$308K	0.14%	184
2018 Q2	–	Sell	-6,445	Closed	-$647K	–	258
2018 Q1	$647K	Sell	6,445 -659	-9%	-$76.3K	0.34%	93
2017 Q4	$826K	Buy	+7,104	New	+$763K	0.42%	75

Other funds holding TYG

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return

First National Bank of Mount Dora Mount Dora, Florida $499M AUM 22.75% 1-Year Est. Return

Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return

Noble Wealth Management PBC Greenwood Village, Colorado $219M AUM 16.47% 1-Year Est. Return