Cetera Investment Advisers’s Tortoise Electrification Infrastructure ETF TPZ Stock Holding History

Cetera Investment Advisers’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	$2.96M	Buy	135,508 +124,837	+1,170%	+$2.7M	﹤0.01%	1918
2025 Q4	$217K	Sell	10,671 -641	-6%	-$13.4K	﹤0.01%	4177
2025 Q3	$238K	Buy	11,312 +989	+10%	+$20.4K	﹤0.01%	4030
2025 Q2	$212K	Sell	10,323 -3,930	-28%	-$77.5K	﹤0.01%	3688
2025 Q1	$294K	Sell	14,253 -1,951	-12%	-$40.7K	﹤0.01%	3279
2024 Q4	$325K	Buy	16,204 +1,000	+7%	+$19.6K	﹤0.01%	3047
2024 Q3	$275K	Sell	15,204 -1,162	-7%	-$20.1K	﹤0.01%	3140
2024 Q2	$258K	Sell	16,366 -580	-3%	-$8.93K	﹤0.01%	3168
2024 Q1	$264K	Buy	+16,946	New	+$246K	﹤0.01%	3151

Other funds holding TPZ

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 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 Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

EPW

Evolve Private Wealth Los Angeles, California $1.87B AUM

Cetera Investment Advisers's TPZ Position: Q1 2026 in Review

Cetera Investment Advisers increased its Tortoise Electrification Infrastructure ETF (TPZ) stake by 1,170% in Q1 2026, buying an estimated $2.7M and bringing the position to 135,508 shares worth $2.96M. The position accounts for ﹤0.01% of the portfolio, ranked #1918.

Cetera Investment Advisers first reported a position in TPZ in Q1 2024 and has held it in 9 quarters since. 38 funds tracked by Wall St. Rank hold TPZ as of Q1 2026.

Cetera Investment Advisers held 135,508 shares of Tortoise Electrification Infrastructure ETF worth $2.96M as of Q1 2026.
Cetera Investment Advisers bought 124,837 Tortoise Electrification Infrastructure ETF shares in Q1 2026, an estimated $2.7M.
Tortoise Electrification Infrastructure ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #1918 holding.
Cetera Investment Advisers first reported a position in Tortoise Electrification Infrastructure ETF in Q1 2024 and has held it in 9 quarters since.
38 funds tracked by Wall St. Rank held Tortoise Electrification Infrastructure ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.