Blue Bell Private Wealth Management’s Tortoise Electrification Infrastructure ETF TPZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$134K Sell
6,135
-279
-4% -$6.03K 0.02% 310
2025
Q4
$131K Hold
6,414
0.02% 300
2025
Q3
$135K Hold
6,414
0.02% 292
2025
Q2
$131K Hold
6,414
0.02% 286
2025
Q1
$132K Hold
6,414
0.03% 261
2024
Q4
$129K Buy
6,414
+6,143
+2,267% +$120K 0.02% 252
2024
Q3
$4.91K Sell
271
-2,059
-88% -$35.6K ﹤0.01% 574
2024
Q2
$36.8K Sell
2,330
-70
-3% -$1.08K 0.01% 392
2024
Q1
$37.4K Buy
2,400
+1,700
+243% +$24.7K 0.01% 389
2023
Q4
$9.81K Buy
+700
New +$9.45K ﹤0.01% 498

Other funds holding TPZ

Blue Bell Private Wealth Management's TPZ Position: Q1 2026 in Review

Blue Bell Private Wealth Management reduced its Tortoise Electrification Infrastructure ETF (TPZ) stake by 4.3% in Q1 2026, selling an estimated $6.03K and leaving 6,135 shares worth $134K. The position accounts for 0.02% of the portfolio, ranked #310.

Blue Bell Private Wealth Management first reported a position in TPZ in Q4 2023 and has held it in 10 quarters since. The position peaked at $135K in Q3 2025. 38 funds tracked by Wall St. Rank hold TPZ as of Q1 2026.

  • Blue Bell Private Wealth Management held 6,135 shares of Tortoise Electrification Infrastructure ETF worth $134K as of Q1 2026.
  • Blue Bell Private Wealth Management sold 279 Tortoise Electrification Infrastructure ETF shares in Q1 2026, an estimated $6.03K.
  • Tortoise Electrification Infrastructure ETF made up 0.02% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #310 holding.
  • Blue Bell Private Wealth Management first reported a position in Tortoise Electrification Infrastructure ETF in Q4 2023 and has held it in 10 quarters since.
  • Blue Bell Private Wealth Management's Tortoise Electrification Infrastructure ETF position peaked at $135K in Q3 2025.
  • 38 funds tracked by Wall St. Rank held Tortoise Electrification Infrastructure ETF as of Q1 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.