Bank of Montreal
TPZ

Bank of Montreal’s Tortoise Electrification Infrastructure ETF TPZ Stock Holding History

Bank of Montreal’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
-58,958
Closed -$1.18M – 3741
2024
Q4 		$1.18M Buy
+58,958
New +$1.15M ﹤0.01% 1790

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 $18.1B AUM 24.63% 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 $2.68B AUM 149.5% 1-Year Est. Return

Bank of Montreal's TPZ Position: Q1 2025 in Review

Bank of Montreal sold out of Tortoise Electrification Infrastructure ETF (TPZ) in Q1 2025, closing a stake of 58,958 shares — an estimated $1.18M sold.

Bank of Montreal first reported a position in TPZ in Q4 2024 and held it in 1 quarter. The position peaked at $1.18M in Q4 2024. 40 funds tracked by Wall St. Rank hold TPZ as of Q1 2025.

  • Bank of Montreal reported no remaining Tortoise Electrification Infrastructure ETF position as of Q1 2025 after selling out during the quarter.
  • Bank of Montreal sold 58,958 Tortoise Electrification Infrastructure ETF shares in Q1 2025, an estimated $1.18M.
  • Bank of Montreal first reported a position in Tortoise Electrification Infrastructure ETF in Q4 2024 and held it in 1 quarter.
  • Bank of Montreal's Tortoise Electrification Infrastructure ETF position peaked at $1.18M in Q4 2024.
  • 40 funds tracked by Wall St. Rank held Tortoise Electrification Infrastructure ETF as of Q1 2025.

Based on Bank of Montreal's 13F filing for Q1 2025, filed 13 May 2025.