AC
TPZ

Aristides Capital’s Tortoise Electrification Infrastructure ETF TPZ Stock Holding History

Aristides Capital’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
2025
Q1 		– Sell
-317,062
Closed -$6.36M – 339
2024
Q4 		$6.36M Buy
317,062
+298,973
+1,653% +$5.85M 1.3% 17
2024
Q3 		$328K Sell
18,089
-2,021
-10% -$34.9K 0.1% 123
2024
Q2 		$318K Hold
20,110
– – 0.09% 144
2024
Q1 		$313K Hold
20,110
– – 0.12% 130
2023
Q4 		$282K Sell
20,110
-2,089
-9% -$28.2K 0.1% 135
2023
Q3 		$297K Hold
22,199
– – 0.13% 108
2023
Q2 		$293K Hold
22,199
– – 0.12% 110
2023
Q1 		$285K Sell
22,199
-1,235
-5% -$16.3K 0.15% 102
2022
Q4 		$299K Sell
23,434
-13,342
-36% -$177K 0.15% 109
2022
Q3 		$459K Sell
36,776
-5,512
-13% -$72.7K 0.35% 75
2022
Q2 		$529K Sell
42,288
-1,125
-3% -$15.7K 0.36% 78
2022
Q1 		$618K Sell
43,413
-40,532
-48% -$571K 0.38% 77
2021
Q4 		$1.14M Sell
83,945
-3,800
-4% -$50.9K 0.52% 50
2021
Q3 		$1.16M Hold
87,745
– – 0.42% 45
2021
Q2 		$1.2M Hold
87,745
– – 0.28% 47
2021
Q1 		$1.06M Hold
87,745
– – 0.43% 50
2020
Q4 		$972K Hold
87,745
– – 0.33% 45
2020
Q3 		$748K Hold
87,745
– – 0.52% 38
2020
Q2 		$792K Buy
87,745
+59,297
+208% +$539K 0.6% 41
2020
Q1 		$199K Buy
+28,448
New +$398K 0.14% 131

Other funds holding TPZ

Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UPS
UHLMANN PRICE SECURITIES Skokie, Illinois $1.49B AUM 39.35% 1-Year Est. Return

Aristides Capital's TPZ Position: Q1 2025 in Review

Aristides Capital sold out of Tortoise Electrification Infrastructure ETF (TPZ) in Q1 2025, closing a stake of 317,062 shares — an estimated $6.36M sold.

Aristides Capital first reported a position in TPZ in Q1 2020 and held it in 20 quarters. The position peaked at $6.36M in Q4 2024. 40 funds tracked by Wall St. Rank hold TPZ as of Q1 2025.

  • Aristides Capital reported no remaining Tortoise Electrification Infrastructure ETF position as of Q1 2025 after selling out during the quarter.
  • Aristides Capital sold 317,062 Tortoise Electrification Infrastructure ETF shares in Q1 2025, an estimated $6.36M.
  • Aristides Capital first reported a position in Tortoise Electrification Infrastructure ETF in Q1 2020 and held it in 20 quarters.
  • Aristides Capital's Tortoise Electrification Infrastructure ETF position peaked at $6.36M in Q4 2024.
  • 40 funds tracked by Wall St. Rank held Tortoise Electrification Infrastructure ETF as of Q1 2025.

Based on Aristides Capital's 13F filing for Q1 2025, filed 14 May 2025.