AFG
TPZ

Atomi Financial Group’s Tortoise Electrification Infrastructure ETF TPZ Stock Holding History

Atomi Financial Group’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
Q2 		– Sell
-13,851
Closed -$286K – 1169
2025
Q1 		$286K Sell
13,851
-1,900
-12% -$39.6K 0.01% 793
2024
Q4 		$316K Buy
+15,751
New +$308K 0.02% 698

Other funds holding TPZ

JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Atomi Financial Group's TPZ Position: Q2 2025 in Review

Atomi Financial Group sold out of Tortoise Electrification Infrastructure ETF (TPZ) in Q2 2025, closing a stake of 13,851 shares — an estimated $286K sold.

Atomi Financial Group first reported a position in TPZ in Q4 2024 and held it in 2 quarters. The position peaked at $316K in Q4 2024. 38 funds tracked by Wall St. Rank hold TPZ as of Q2 2025.

  • Atomi Financial Group reported no remaining Tortoise Electrification Infrastructure ETF position as of Q2 2025 after selling out during the quarter.
  • Atomi Financial Group sold 13,851 Tortoise Electrification Infrastructure ETF shares in Q2 2025, an estimated $286K.
  • Atomi Financial Group first reported a position in Tortoise Electrification Infrastructure ETF in Q4 2024 and held it in 2 quarters.
  • Atomi Financial Group's Tortoise Electrification Infrastructure ETF position peaked at $316K in Q4 2024.
  • 38 funds tracked by Wall St. Rank held Tortoise Electrification Infrastructure ETF as of Q2 2025.

Based on Atomi Financial Group's 13F filing for Q2 2025, filed 14 Aug 2025.