Cambridge Investment Research Advisors’s Tortoise Energy ETF TNGY Stock Holding History

Cambridge Investment Research Advisors’s Portfolio TNGY Stock Details TNGY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$128K	Buy	13,217 +14	+0.1%	+$142	﹤0.01%	3638
2026 Q1	$138K	Buy	13,203 +125	+1%	+$1.23K	﹤0.01%	3750
2025 Q4	$118K	Buy	13,078 +1,628	+14%	+$14.8K	﹤0.01%	3684
2025 Q3	$104K	Sell	11,450 -2,232	-16%	-$20.2K	﹤0.01%	3588
2025 Q2	$126K	Buy	+13,682	New	+$125K	﹤0.01%	3447

Other funds holding TNGY

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return

Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

DTC

Davidson Trust Company Seattle, Washington $256M AUM 22.19% 1-Year Est. Return

Alteri Wealth Westlake Village, California $362M AUM 47.63% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Cambridge Investment Research Advisors's TNGY Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Tortoise Energy ETF (TNGY) stake by 0.11% in Q2 2026, buying an estimated $142 and bringing the position to 13,217 shares worth $128K. The position accounts for ﹤0.01% of the portfolio, ranked #3638.

Cambridge Investment Research Advisors first reported a position in TNGY in Q2 2025 and has held it in 5 quarters since. The position peaked at $138K in Q1 2026. 22 funds tracked by Wall St. Rank hold TNGY as of Q2 2026.

Cambridge Investment Research Advisors held 13,217 shares of Tortoise Energy ETF worth $128K as of Q2 2026.
Cambridge Investment Research Advisors bought 14 Tortoise Energy ETF shares in Q2 2026, an estimated $142.
Tortoise Energy ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #3638 holding.
Cambridge Investment Research Advisors first reported a position in Tortoise Energy ETF in Q2 2025 and has held it in 5 quarters since.
Cambridge Investment Research Advisors's Tortoise Energy ETF position peaked at $138K in Q1 2026.
22 funds tracked by Wall St. Rank held Tortoise Energy ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.