BW
TPZ

Boaz Weinstein’s Tortoise Electrification Infrastructure ETF TPZ Stock Holding History

Boaz Weinstein’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
-11,234
Closed -$225K – 284
2024
Q4 		$225K Sell
11,234
-216,492
-95% -$4.24M 0.01% 153
2024
Q3 		$4.12M Hold
227,726
– – 0.09% 117
2024
Q2 		$3.6M Buy
227,726
+16
+0% +$246 0.06% 126
2024
Q1 		$3.55M Sell
227,710
-18,545
-8% -$269K 0.06% 128
2023
Q4 		$3.45M Buy
246,255
+68,379
+38% +$923K 0.07% 168
2023
Q3 		$2.38M Buy
177,876
+12,105
+7% +$165K 0.06% 200
2023
Q2 		$2.19M Sell
165,771
-6,463
-4% -$83.2K 0.06% 220
2023
Q1 		$2.21M Buy
172,234
+5,837
+4% +$76.9K 0.04% 328
2022
Q4 		$2.12M Sell
166,397
-19,637
-11% -$261K 0.03% 492
2022
Q3 		$2.32M Buy
186,034
+41,408
+29% +$546K 0.03% 621
2022
Q2 		$1.81M Sell
144,626
-10,770
-7% -$150K 0.02% 669
2022
Q1 		$2.21M Sell
155,396
-4,815
-3% -$67.8K 0.03% 574
2021
Q4 		$2.18M Buy
+160,211
New +$2.15M 0.03% 513

Other funds holding TPZ

Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.31B AUM 24.92% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $6.56B AUM 35.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UPS
UHLMANN PRICE SECURITIES Skokie, Illinois $2.68B AUM 149.5% 1-Year Est. Return

Boaz Weinstein's TPZ Position: Q1 2025 in Review

Boaz Weinstein sold out of Tortoise Electrification Infrastructure ETF (TPZ) in Q1 2025, closing a stake of 11,234 shares — an estimated $225K sold.

Boaz Weinstein first reported a position in TPZ in Q4 2021 and held it in 13 quarters. The position peaked at $4.12M in Q3 2024. 40 funds tracked by Wall St. Rank hold TPZ as of Q1 2025.

  • Boaz Weinstein reported no remaining Tortoise Electrification Infrastructure ETF position as of Q1 2025 after selling out during the quarter.
  • Boaz Weinstein sold 11,234 Tortoise Electrification Infrastructure ETF shares in Q1 2025, an estimated $225K.
  • Boaz Weinstein first reported a position in Tortoise Electrification Infrastructure ETF in Q4 2021 and held it in 13 quarters.
  • Boaz Weinstein's Tortoise Electrification Infrastructure ETF position peaked at $4.12M in Q3 2024.
  • 40 funds tracked by Wall St. Rank held Tortoise Electrification Infrastructure ETF as of Q1 2025.

Based on Saba Capital Management's 13F filing for Q1 2025, filed 15 May 2025.