AWM
TYG

Avior Wealth Management’s Tortoise Energy Infrastructure Corp TYG Stock Holding History

Avior Wealth Management’s Portfolio TYG Stock Details TYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$808K Buy
18,852
+7,271
+63% +$334K 0.02% 411
2026
Q1 		$577K Buy
11,581
+4,627
+67% +$217K 0.02% 493
2025
Q4 		$284K Buy
6,954
+1,923
+38% +$82.2K 0.01% 629
2025
Q3 		$217K Buy
+5,031
New +$216K 0.01% 682
2025
Q1 		– Sell
-318
Closed -$13.4K – 2222
2024
Q4 		$13.4K Buy
318
+48
+18% +$2.03K ﹤0.01% 1528
2024
Q3 		$10.6K Buy
270
+5
+2% +$180 ﹤0.01% 1537
2024
Q2 		$9.25K Buy
+265
New +$8.62K ﹤0.01% 1536

Other funds holding TYG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
QL
Quarry LP New York $1.2B AUM 47.63% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return

Avior Wealth Management's TYG Position: Q2 2026 in Review

Avior Wealth Management increased its Tortoise Energy Infrastructure Corp (TYG) stake by 63% in Q2 2026, buying an estimated $334K and bringing the position to 18,852 shares worth $808K. The position accounts for 0.02% of the portfolio, ranked #411.

Avior Wealth Management first reported a position in TYG in Q2 2024 and has held it in 7 quarters since. 167 funds tracked by Wall St. Rank hold TYG as of Q2 2026.

  • Avior Wealth Management held 18,852 shares of Tortoise Energy Infrastructure Corp worth $808K as of Q2 2026.
  • Avior Wealth Management bought 7,271 Tortoise Energy Infrastructure Corp shares in Q2 2026, an estimated $334K.
  • Tortoise Energy Infrastructure Corp made up 0.02% of Avior Wealth Management's portfolio in Q2 2026, its #411 holding.
  • Avior Wealth Management first reported a position in Tortoise Energy Infrastructure Corp in Q2 2024 and has held it in 7 quarters since.
  • 167 funds tracked by Wall St. Rank held Tortoise Energy Infrastructure Corp as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.