ArchPoint Investors’s Tortoise Electrification Infrastructure ETF TPZ Stock Holding History

ArchPoint Investors’s Portfolio TPZ Stock Details TPZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-925	Closed	-$11K	–	109
2021 Q1	$11K	Hold	925	–	–	﹤0.01%	126
2020 Q4	$10K	Buy	+925	New	+$8.95K	﹤0.01%	119
2020 Q1	–	Sell	-925	Closed	-$16K	–	151
2019 Q4	$16K	Hold	925	–	–	﹤0.01%	137
2019 Q3	$17K	Hold	925	–	–	0.01%	130
2019 Q2	$17K	Hold	925	–	–	0.01%	126
2019 Q1	$17K	Hold	925	–	–	0.01%	129
2018 Q4	$15K	Hold	925	–	–	0.01%	109
2018 Q3	$18K	Hold	925	–	–	﹤0.01%	129
2018 Q2	$17K	Hold	925	–	–	﹤0.01%	135
2018 Q1	$17K	Hold	925	–	–	0.01%	153
2017 Q4	$19K	Hold	925	–	–	0.01%	144
2017 Q3	$20K	Hold	925	–	–	0.01%	149
2017 Q2	$19K	Hold	925	–	–	0.01%	150
2017 Q1	$20K	Buy	+925	New	+$20.6K	0.01%	137
2016 Q3	–	Sell	-925	Closed	-$18K	–	140
2016 Q2	$18K	Hold	925	–	–	0.01%	125
2016 Q1	$16K	Hold	925	–	–	0.01%	120
2015 Q4	$16K	Buy	+925	New	+$17.3K	0.01%	123

Other funds holding TPZ

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return

Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Aristides Capital Louisville, Kentucky $462M AUM 28.94% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

ArchPoint Investors's TPZ Position: Q2 2021 in Review

ArchPoint Investors sold out of Tortoise Electrification Infrastructure ETF (TPZ) in Q2 2021, closing a stake of 925 shares — an estimated $11K sold.

ArchPoint Investors first reported a position in TPZ in Q4 2015 and held it in 17 quarters. The position peaked at $20K in Q3 2017. 32 funds tracked by Wall St. Rank hold TPZ as of Q2 2021.

ArchPoint Investors reported no remaining Tortoise Electrification Infrastructure ETF position as of Q2 2021 after selling out during the quarter.
ArchPoint Investors sold 925 Tortoise Electrification Infrastructure ETF shares in Q2 2021, an estimated $11K.
ArchPoint Investors first reported a position in Tortoise Electrification Infrastructure ETF in Q4 2015 and held it in 17 quarters.
ArchPoint Investors's Tortoise Electrification Infrastructure ETF position peaked at $20K in Q3 2017.
32 funds tracked by Wall St. Rank held Tortoise Electrification Infrastructure ETF as of Q2 2021.

Based on ArchPoint Investors's 13F filing for Q2 2021, filed 13 Aug 2021.