Carson Wealth (CWM LLC)
TPZ

Carson Wealth (CWM LLC)’s Tortoise Electrification Infrastructure ETF TPZ Stock Holding History

Carson Wealth (CWM LLC)’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
2023
Q3 		– Sell
-100
Closed -$1K – 4532
2023
Q2 		$1K Buy
+100
New +$1.29K ﹤0.01% 4084

Other funds holding TPZ

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BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Carson Wealth (CWM LLC)'s TPZ Position: Q3 2023 in Review

Carson Wealth (CWM LLC) sold out of Tortoise Electrification Infrastructure ETF (TPZ) in Q3 2023, closing a stake of 100 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in TPZ in Q2 2023 and held it in 1 quarter. The position peaked at $1K in Q2 2023. 35 funds tracked by Wall St. Rank hold TPZ as of Q3 2023.

  • Carson Wealth (CWM LLC) reported no remaining Tortoise Electrification Infrastructure ETF position as of Q3 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 100 Tortoise Electrification Infrastructure ETF shares in Q3 2023, an estimated $1K.
  • Carson Wealth (CWM LLC) first reported a position in Tortoise Electrification Infrastructure ETF in Q2 2023 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Tortoise Electrification Infrastructure ETF position peaked at $1K in Q2 2023.
  • 35 funds tracked by Wall St. Rank held Tortoise Electrification Infrastructure ETF as of Q3 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2023, filed 11 Oct 2023.