Canvas Wealth Advisors’s Tortoise Energy ETF TNGY Stock Holding History

Canvas Wealth 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	$135K	Hold	13,908	–	–	0.02%	249
2026 Q1	$145K	Hold	13,908	–	–	0.02%	238
2025 Q4	$127K	Hold	13,908	–	–	0.02%	220
2025 Q3	$128K	Hold	13,908	–	–	0.02%	211
2025 Q2	$126K	Buy	+13,908	New	+$127K	0.02%	205

Other funds holding TNGY

IFG

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

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

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Canvas Wealth Advisors's TNGY Position: Q2 2026 in Review

Canvas Wealth Advisors held its Tortoise Energy ETF (TNGY) position steady in Q2 2026 at 13,908 shares worth $135K. The position accounts for 0.02% of the portfolio, ranked #249.

Canvas Wealth Advisors first reported a position in TNGY in Q2 2025 and has held it in 5 quarters since. The position peaked at $145K in Q1 2026. 6 funds tracked by Wall St. Rank hold TNGY as of Q2 2026.

Canvas Wealth Advisors held 13,908 shares of Tortoise Energy ETF worth $135K as of Q2 2026.
Canvas Wealth Advisors left its Tortoise Energy ETF share count unchanged in Q2 2026.
Tortoise Energy ETF made up 0.02% of Canvas Wealth Advisors's portfolio in Q2 2026, its #249 holding.
Canvas Wealth Advisors first reported a position in Tortoise Energy ETF in Q2 2025 and has held it in 5 quarters since.
Canvas Wealth Advisors's Tortoise Energy ETF position peaked at $145K in Q1 2026.
6 funds tracked by Wall St. Rank held Tortoise Energy ETF as of Q2 2026.

Based on Canvas Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.