Creative Planning’s Tortoise Energy ETF TNGY Stock Holding History

Creative Planning’s Portfolio TNGY Stock Details TNGY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$533K	Hold	54,863	–	–	﹤0.01%	3131
2026 Q1	$572K	Hold	54,863	–	–	﹤0.01%	2920
2025 Q4	$496K	Hold	54,863	–	–	﹤0.01%	2855
2025 Q3	$498K	Hold	54,863	–	–	﹤0.01%	2727
2025 Q2	$503K	Buy	+54,863	New	+$501K	﹤0.01%	2470

Other funds holding TNGY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

PFBT

Parkside Financial Bank & Trust Saint Louis, Missouri $1.47B AUM 24.26% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Creative Planning's TNGY Position: Q2 2026 in Review

Creative Planning held its Tortoise Energy ETF (TNGY) position steady in Q2 2026 at 54,863 shares worth $533K. The position accounts for ﹤0.01% of the portfolio, ranked #3131.

Creative Planning first reported a position in TNGY in Q2 2025 and has held it in 5 quarters since. The position peaked at $572K in Q1 2026. 90 funds tracked by Wall St. Rank hold TNGY as of Q2 2026.

Creative Planning held 54,863 shares of Tortoise Energy ETF worth $533K as of Q2 2026.
Creative Planning left its Tortoise Energy ETF share count unchanged in Q2 2026.
Tortoise Energy ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3131 holding.
Creative Planning first reported a position in Tortoise Energy ETF in Q2 2025 and has held it in 5 quarters since.
Creative Planning's Tortoise Energy ETF position peaked at $572K in Q1 2026.
90 funds tracked by Wall St. Rank held Tortoise Energy ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.