BF
TPZ

BOK Financial’s Tortoise Electrification Infrastructure ETF TPZ Stock Holding History

BOK Financial’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 		– Sell
-550
Closed -$11.2K – 1112
2025
Q4 		$11.2K Hold
550
– – ﹤0.01% 982
2025
Q3 		$11.6K Hold
550
– – ﹤0.01% 1014
2025
Q2 		$11.3K Buy
+550
New +$10.8K ﹤0.01% 960

Other funds holding TPZ

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Cetera Investment Advisers
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Rockefeller Capital Management
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
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
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

BOK Financial's TPZ Position: Q1 2026 in Review

BOK Financial sold out of Tortoise Electrification Infrastructure ETF (TPZ) in Q1 2026, closing a stake of 550 shares — an estimated $11.2K sold.

BOK Financial first reported a position in TPZ in Q2 2025 and held it in 3 quarters. The position peaked at $11.6K in Q3 2025. 38 funds tracked by Wall St. Rank hold TPZ as of Q1 2026.

  • BOK Financial reported no remaining Tortoise Electrification Infrastructure ETF position as of Q1 2026 after selling out during the quarter.
  • BOK Financial sold 550 Tortoise Electrification Infrastructure ETF shares in Q1 2026, an estimated $11.2K.
  • BOK Financial first reported a position in Tortoise Electrification Infrastructure ETF in Q2 2025 and held it in 3 quarters.
  • BOK Financial's Tortoise Electrification Infrastructure ETF position peaked at $11.6K in Q3 2025.
  • 38 funds tracked by Wall St. Rank held Tortoise Electrification Infrastructure ETF as of Q1 2026.

Based on BOK Financial's 13F filing for Q1 2026, filed 8 May 2026.