AWM
TPZ

Avior Wealth Management’s Tortoise Electrification Infrastructure ETF TPZ Stock Holding History

Avior Wealth Management’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
-243
Closed -$4.88K – 2201
2024
Q4 		$4.88K Buy
+243
New +$4.75K ﹤0.01% 1864

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

Avior Wealth Management's TPZ Position: Q1 2025 in Review

Avior Wealth Management sold out of Tortoise Electrification Infrastructure ETF (TPZ) in Q1 2025, closing a stake of 243 shares — an estimated $4.88K sold.

Avior Wealth Management first reported a position in TPZ in Q4 2024 and held it in 1 quarter. The position peaked at $4.88K in Q4 2024. 40 funds tracked by Wall St. Rank hold TPZ as of Q1 2025.

  • Avior Wealth Management reported no remaining Tortoise Electrification Infrastructure ETF position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 243 Tortoise Electrification Infrastructure ETF shares in Q1 2025, an estimated $4.88K.
  • Avior Wealth Management first reported a position in Tortoise Electrification Infrastructure ETF in Q4 2024 and held it in 1 quarter.
  • Avior Wealth Management's Tortoise Electrification Infrastructure ETF position peaked at $4.88K in Q4 2024.
  • 40 funds tracked by Wall St. Rank held Tortoise Electrification Infrastructure ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.