Cetera Advisor Networks
TPZ icon

Cetera Advisor Networks’s Tortoise Electrification Infrastructure ETF TPZ Stock Holding History

Cetera Advisor Networks’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
2024
Q1 		$225K Buy
14,413
+4
+0% +$58 ﹤0.01% 2514
2023
Q4 		$202K Sell
14,409
-245
-2% -$3.31K ﹤0.01% 2538
2023
Q3 		$196K Sell
14,654
-1,146
-7% -$15.6K ﹤0.01% 2445
2023
Q2 		$209K Sell
15,800
-60
-0.4% -$772 ﹤0.01% 2327
2023
Q1 		$204K Buy
+15,860
New +$209K ﹤0.01% 2314

Other funds holding TPZ

Relative Value Partners Group
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return
Saba Capital Management
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Kayne Anderson Capital Advisors
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return

Cetera Advisor Networks's TPZ Position: Q1 2024 in Review

Cetera Advisor Networks increased its Tortoise Electrification Infrastructure ETF (TPZ) stake by 0.03% in Q1 2024, buying an estimated $58 and bringing the position to 14,413 shares worth $225K. The position accounts for ﹤0.01% of the portfolio, ranked #2514.

Cetera Advisor Networks first reported a position in TPZ in Q1 2023 and has held it in 5 quarters since. 36 funds tracked by Wall St. Rank hold TPZ as of Q1 2024.

  • Cetera Advisor Networks held 14,413 shares of Tortoise Electrification Infrastructure ETF worth $225K as of Q1 2024.
  • Cetera Advisor Networks bought 4 Tortoise Electrification Infrastructure ETF shares in Q1 2024, an estimated $58.
  • Tortoise Electrification Infrastructure ETF made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #2514 holding.
  • Cetera Advisor Networks first reported a position in Tortoise Electrification Infrastructure ETF in Q1 2023 and has held it in 5 quarters since.
  • 36 funds tracked by Wall St. Rank held Tortoise Electrification Infrastructure ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.