Atlas Wealth’s Tortoise Electrification Infrastructure ETF TPZ Stock Holding History

Atlas Wealth’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
2026 Q3	$317K	Buy	+15,914	New	+$341K	0.04%	144

Other funds holding TPZ

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UHLMANN PRICE SECURITIES Skokie, Illinois $1.86B AUM 66.72% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Davidson Trust Company Seattle, Washington $253M AUM 17.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return

Beverly Hills Private Wealth Beverly Hills, California $579M AUM 18.25% 1-Year Est. Return

Atlas Wealth's TPZ Position: Q3 2026 in Review

Atlas Wealth opened a new position in Tortoise Electrification Infrastructure ETF (TPZ) in Q3 2026: 15,914 shares worth $317K. The stake represents 0.04% of the portfolio and ranks #144 among its holdings.

17 funds tracked by Wall St. Rank hold TPZ as of Q3 2026.

Atlas Wealth held 15,914 shares of Tortoise Electrification Infrastructure ETF worth $317K as of Q3 2026.
Tortoise Electrification Infrastructure ETF was a new Atlas Wealth position in Q3 2026.
Tortoise Electrification Infrastructure ETF made up 0.04% of Atlas Wealth's portfolio in Q3 2026, its #144 holding.
17 funds tracked by Wall St. Rank held Tortoise Electrification Infrastructure ETF as of Q3 2026.

Based on Atlas Wealth's 13F filing for Q3 2026, filed 10 Nov 2026.