BAS
TPZ

Breakthru Advisory Services’s Tortoise Electrification Infrastructure ETF TPZ Stock Holding History

Breakthru Advisory Services’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
Q4 		– Sell
-375,510
Closed -$7.89M – 67
2025
Q3 		$7.89M Buy
+375,510
New +$7.75M 5.19% 7

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Breakthru Advisory Services's TPZ Position: Q4 2025 in Review

Breakthru Advisory Services sold out of Tortoise Electrification Infrastructure ETF (TPZ) in Q4 2025, closing a stake of 375,510 shares — an estimated $7.89M sold.

Breakthru Advisory Services first reported a position in TPZ in Q3 2025 and held it in 1 quarter. The position peaked at $7.89M in Q3 2025. 41 funds tracked by Wall St. Rank hold TPZ as of Q4 2025.

  • Breakthru Advisory Services reported no remaining Tortoise Electrification Infrastructure ETF position as of Q4 2025 after selling out during the quarter.
  • Breakthru Advisory Services sold 375,510 Tortoise Electrification Infrastructure ETF shares in Q4 2025, an estimated $7.89M.
  • Breakthru Advisory Services first reported a position in Tortoise Electrification Infrastructure ETF in Q3 2025 and held it in 1 quarter.
  • Breakthru Advisory Services's Tortoise Electrification Infrastructure ETF position peaked at $7.89M in Q3 2025.
  • 41 funds tracked by Wall St. Rank held Tortoise Electrification Infrastructure ETF as of Q4 2025.

Based on Breakthru Advisory Services's 13F filing for Q4 2025, filed 12 Jan 2026.