Cerity Partners
TPZ

Cerity Partners’s Tortoise Electrification Infrastructure ETF TPZ Stock Holding History

Cerity Partners’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
Q1 		– Sell
-10,146
Closed -$207K – 3398
2025
Q4 		$207K Sell
10,146
-94
-0.9% -$1.97K ﹤0.01% 2624
2025
Q3 		$215K Hold
10,240
– – ﹤0.01% 2468
2025
Q2 		$210K Hold
10,240
– – ﹤0.01% 2333
2025
Q1 		$211K Hold
10,240
– – ﹤0.01% 2191
2024
Q4 		$205K Buy
+10,240
New +$200K ﹤0.01% 2230

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AAM
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 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

Cerity Partners's TPZ Position: Q1 2026 in Review

Cerity Partners sold out of Tortoise Electrification Infrastructure ETF (TPZ) in Q1 2026, closing a stake of 10,146 shares — an estimated $207K sold.

Cerity Partners first reported a position in TPZ in Q4 2024 and held it in 5 quarters. The position peaked at $215K in Q3 2025. 38 funds tracked by Wall St. Rank hold TPZ as of Q1 2026.

  • Cerity Partners reported no remaining Tortoise Electrification Infrastructure ETF position as of Q1 2026 after selling out during the quarter.
  • Cerity Partners sold 10,146 Tortoise Electrification Infrastructure ETF shares in Q1 2026, an estimated $207K.
  • Cerity Partners first reported a position in Tortoise Electrification Infrastructure ETF in Q4 2024 and held it in 5 quarters.
  • Cerity Partners's Tortoise Electrification Infrastructure ETF position peaked at $215K in Q3 2025.
  • 38 funds tracked by Wall St. Rank held Tortoise Electrification Infrastructure ETF as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.