Beverly Hills Private Wealth
TPZ icon

Beverly Hills Private Wealth’s Tortoise Electrification Infrastructure ETF TPZ Stock Holding History

Beverly Hills Private 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 		$200K Sell
10,045
-275
-3% -$5.9K 0.03% 262
2026
Q2 		$226K Hold
10,320
– – 0.04% 230
2026
Q1 		$226K Hold
10,320
– – 0.04% 311
2025
Q4 		$210K Hold
10,320
– – 0.04% 313
2025
Q3 		$217K Hold
10,320
– – 0.04% 314
2025
Q2 		$212K Hold
10,320
– – 0.04% 319
2025
Q1 		$213K Hold
10,320
– – 0.04% 326
2024
Q4 		$207K Buy
+10,320
New +$202K 0.04% 317

Other funds holding TPZ

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UHLMANN PRICE SECURITIES
UHLMANN PRICE SECURITIES Skokie, Illinois $1.86B AUM 66.72% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Davidson Trust Company
Davidson Trust Company Seattle, Washington $253M AUM 17.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
NWF Advisory Services
NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return
Montag & Associates
Montag & Associates Atlanta, Georgia $2.33B AUM 20.88% 1-Year Est. Return

Beverly Hills Private Wealth's TPZ Position: Q3 2026 in Review

Beverly Hills Private Wealth reduced its Tortoise Electrification Infrastructure ETF (TPZ) stake by 2.7% in Q3 2026, selling an estimated $5.9K and leaving 10,045 shares worth $200K. The position accounts for 0.03% of the portfolio, ranked #262.

Beverly Hills Private Wealth first reported a position in TPZ in Q4 2024 and has held it in 8 quarters since. The position peaked at $226K in Q1 2026. 15 funds tracked by Wall St. Rank hold TPZ as of Q3 2026.

  • Beverly Hills Private Wealth held 10,045 shares of Tortoise Electrification Infrastructure ETF worth $200K as of Q3 2026.
  • Beverly Hills Private Wealth sold 275 Tortoise Electrification Infrastructure ETF shares in Q3 2026, an estimated $5.9K.
  • Tortoise Electrification Infrastructure ETF made up 0.03% of Beverly Hills Private Wealth's portfolio in Q3 2026, its #262 holding.
  • Beverly Hills Private Wealth first reported a position in Tortoise Electrification Infrastructure ETF in Q4 2024 and has held it in 8 quarters since.
  • Beverly Hills Private Wealth's Tortoise Electrification Infrastructure ETF position peaked at $226K in Q1 2026.
  • 15 funds tracked by Wall St. Rank held Tortoise Electrification Infrastructure ETF as of Q3 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.