CIBC Private Wealth Group
TPZ

CIBC Private Wealth Group’s Tortoise Electrification Infrastructure ETF TPZ Stock Holding History

CIBC Private Wealth Group’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
2025
Q3 		– Sell
-164
Closed -$3.36K – 3309
2025
Q2 		$3.36K Hold
164
– – ﹤0.01% 2539
2025
Q1 		$2.96K Buy
+164
New +$3.42K ﹤0.01% 2597
2024
Q4 		– Sell
-7,963
Closed -$144K – 3189
2024
Q3 		$144K Buy
+7,963
New +$138K ﹤0.01% 1340
2022
Q4 		– Sell
-15,500
Closed -$194K – 941
2022
Q3 		$194K Buy
+15,500
New +$204K ﹤0.01% 863

Other funds holding TPZ

JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
BAS
Breakthru Advisory Services Muskego, Wisconsin $62.4M AUM 17.64% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CIBC Private Wealth Group's TPZ Position: Q3 2025 in Review

CIBC Private Wealth Group sold out of Tortoise Electrification Infrastructure ETF (TPZ) in Q3 2025, closing a stake of 164 shares — an estimated $3.36K sold.

CIBC Private Wealth Group first reported a position in TPZ in Q3 2022 and held it in 4 quarters. The position peaked at $194K in Q3 2022. 39 funds tracked by Wall St. Rank hold TPZ as of Q3 2025.

  • CIBC Private Wealth Group reported no remaining Tortoise Electrification Infrastructure ETF position as of Q3 2025 after selling out during the quarter.
  • CIBC Private Wealth Group sold 164 Tortoise Electrification Infrastructure ETF shares in Q3 2025, an estimated $3.36K.
  • CIBC Private Wealth Group first reported a position in Tortoise Electrification Infrastructure ETF in Q3 2022 and held it in 4 quarters.
  • CIBC Private Wealth Group's Tortoise Electrification Infrastructure ETF position peaked at $194K in Q3 2022.
  • 39 funds tracked by Wall St. Rank held Tortoise Electrification Infrastructure ETF as of Q3 2025.

Based on CIBC Private Wealth Group's 13F filing for Q3 2025, filed 24 Nov 2025.