Cambridge Investment Research Advisors’s Tortoise Electrification Infrastructure ETF TPZ Stock Holding History

Cambridge Investment Research Advisors’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 Q2	$1.21M	Sell	55,411 -14,959	-21%	-$330K	﹤0.01%	2131
2026 Q1	$1.54M	Sell	70,370 -4,592	-6%	-$99.2K	﹤0.01%	1817
2025 Q4	$1.53M	Sell	74,962 -2,539	-3%	-$53.1K	﹤0.01%	1764
2025 Q3	$1.63M	Sell	77,501 -503	-0.6%	-$10.4K	﹤0.01%	1664
2025 Q2	$1.6M	Sell	78,004 -1,236	-2%	-$24.4K	﹤0.01%	1599
2025 Q1	$1.64M	Buy	79,240 +237	+0.3%	+$4.94K	0.01%	1476
2024 Q4	$1.58M	Buy	79,003 +54,981	+229%	+$1.08M	0.01%	1533
2024 Q3	$435K	Hold	24,022	–	–	﹤0.01%	2514
2024 Q2	$379K	Sell	24,022 -996	-4%	-$15.3K	﹤0.01%	2515
2024 Q1	$390K	Hold	25,018	–	–	﹤0.01%	2490
2023 Q4	$351K	Hold	25,018	–	–	﹤0.01%	2480
2023 Q3	$334K	Sell	25,018 -1,797	-7%	-$24.5K	﹤0.01%	2420
2023 Q2	$354K	Sell	26,815 -10,685	-28%	-$138K	﹤0.01%	2410
2023 Q1	$482K	Sell	37,500 -669	-2%	-$8.82K	﹤0.01%	2108
2022 Q4	$487K	Sell	38,169 -5,337	-12%	-$70.8K	﹤0.01%	2034
2022 Q3	$543K	Hold	43,506	–	–	﹤0.01%	1878
2022 Q2	$544K	Sell	43,506 -1,529	-3%	-$21.3K	﹤0.01%	1903
2022 Q1	$641K	Buy	+45,035	New	+$634K	﹤0.01%	1913

Other funds holding TPZ

Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UPS

UHLMANN PRICE SECURITIES Skokie, Illinois $2.68B AUM 149.5% 1-Year Est. Return

DADC

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

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

Cambridge Investment Research Advisors reduced its Tortoise Electrification Infrastructure ETF (TPZ) stake by 21% in Q2 2026, selling an estimated $330K and leaving 55,411 shares worth $1.21M. The position accounts for ﹤0.01% of the portfolio, ranked #2131.

Cambridge Investment Research Advisors first reported a position in TPZ in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.64M in Q1 2025. 35 funds tracked by Wall St. Rank hold TPZ as of Q2 2026.

Cambridge Investment Research Advisors held 55,411 shares of Tortoise Electrification Infrastructure ETF worth $1.21M as of Q2 2026.
Cambridge Investment Research Advisors sold 14,959 Tortoise Electrification Infrastructure ETF shares in Q2 2026, an estimated $330K.
Tortoise Electrification Infrastructure ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #2131 holding.
Cambridge Investment Research Advisors first reported a position in Tortoise Electrification Infrastructure ETF in Q1 2022 and has held it in 18 quarters since.
Cambridge Investment Research Advisors's Tortoise Electrification Infrastructure ETF position peaked at $1.64M in Q1 2025.
35 funds tracked by Wall St. Rank held Tortoise Electrification Infrastructure ETF as of Q2 2026.

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