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 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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UPS

UHLMANN PRICE SECURITIES Skokie, Illinois $1.49B AUM 39.35% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Beverly Hills Private Wealth's TPZ Position: Q1 2026 in Review

Beverly Hills Private Wealth held its Tortoise Electrification Infrastructure ETF (TPZ) position steady in Q1 2026 at 10,320 shares worth $226K. The position accounts for 0.04% of the portfolio, ranked #311.

Beverly Hills Private Wealth first reported a position in TPZ in Q4 2024 and has held it in 6 quarters since. 38 funds tracked by Wall St. Rank hold TPZ as of Q1 2026.

Beverly Hills Private Wealth held 10,320 shares of Tortoise Electrification Infrastructure ETF worth $226K as of Q1 2026.
Beverly Hills Private Wealth left its Tortoise Electrification Infrastructure ETF share count unchanged in Q1 2026.
Tortoise Electrification Infrastructure ETF made up 0.04% of Beverly Hills Private Wealth's portfolio in Q1 2026, its #311 holding.
Beverly Hills Private Wealth first reported a position in Tortoise Electrification Infrastructure ETF in Q4 2024 and has held it in 6 quarters since.
38 funds tracked by Wall St. Rank held Tortoise Electrification Infrastructure ETF as of Q1 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q1 2026, filed 4 May 2026.