Citadel Advisors
TPZ

Citadel Advisors’s Tortoise Electrification Infrastructure ETF TPZ Stock Holding History

Citadel Advisors’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
-12,356
Closed -$253K – 14133
2025
Q2 		$253K Sell
12,356
-2,196
-15% -$43.3K ﹤0.01% 10185
2025
Q1 		$300K Sell
14,552
-13,704
-48% -$286K ﹤0.01% 9589
2024
Q4 		$567K Buy
+28,256
New +$553K ﹤0.01% 8287

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

Citadel Advisors's TPZ Position: Q3 2025 in Review

Citadel Advisors sold out of Tortoise Electrification Infrastructure ETF (TPZ) in Q3 2025, closing a stake of 12,356 shares — an estimated $253K sold.

Citadel Advisors first reported a position in TPZ in Q4 2024 and held it in 3 quarters. The position peaked at $567K in Q4 2024. 39 funds tracked by Wall St. Rank hold TPZ as of Q3 2025.

  • Citadel Advisors reported no remaining Tortoise Electrification Infrastructure ETF position as of Q3 2025 after selling out during the quarter.
  • Citadel Advisors sold 12,356 Tortoise Electrification Infrastructure ETF shares in Q3 2025, an estimated $253K.
  • Citadel Advisors first reported a position in Tortoise Electrification Infrastructure ETF in Q4 2024 and held it in 3 quarters.
  • Citadel Advisors's Tortoise Electrification Infrastructure ETF position peaked at $567K in Q4 2024.
  • 39 funds tracked by Wall St. Rank held Tortoise Electrification Infrastructure ETF as of Q3 2025.

Based on Citadel Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.