Creative Planning’s Tortoise Electrification Infrastructure ETF TPZ Stock Holding History

Creative Planning’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 Q2	$346K	Buy	15,813 +139	+0.9%	+$3.07K	﹤0.01%	3465
2026 Q1	$343K	Buy	15,674 +418	+3%	+$9.03K	﹤0.01%	3322
2025 Q4	$311K	Buy	15,256 +96	+0.6%	+$2.01K	﹤0.01%	3211
2025 Q3	$318K	Buy	15,160 +87	+0.6%	+$1.8K	﹤0.01%	3092
2025 Q2	$309K	Sell	15,073 -435	-3%	-$8.57K	﹤0.01%	2877
2025 Q1	$320K	Buy	15,508 +491	+3%	+$10.2K	﹤0.01%	2693
2024 Q4	$301K	Buy	+15,017	New	+$294K	﹤0.01%	2662
2015 Q2	–	Sell	-1,000	Closed	-$26K	–	2857
2015 Q1	$26K	Sell	1,000 -500	-33%	-$13K	﹤0.01%	2523
2014 Q4	$39K	Buy	1,500 +100	+7%	+$2.7K	﹤0.01%	2173
2014 Q3	$39K	Buy	1,400 +400	+40%	+$11.4K	﹤0.01%	2094
2014 Q2	$29K	Sell	1,000 -100	-9%	-$2.7K	﹤0.01%	2258
2014 Q1	$28K	Buy	1,100 +100	+10%	+$2.53K	﹤0.01%	2179
2013 Q4	$26K	Hold	1,000	–	–	﹤0.01%	2035
2013 Q3	$25K	Hold	1,000	–	–	﹤0.01%	1973
2013 Q2	$25K	Buy	+1,000	New	+$26.4K	﹤0.01%	1799

Other funds holding TPZ

Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UPS

UHLMANN PRICE SECURITIES Skokie, Illinois $2.68B AUM 149.5% 1-Year Est. Return

DADC

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

Creative Planning's TPZ Position: Q2 2026 in Review

Creative Planning increased its Tortoise Electrification Infrastructure ETF (TPZ) stake by 0.89% in Q2 2026, buying an estimated $3.07K and bringing the position to 15,813 shares worth $346K. The position accounts for ﹤0.01% of the portfolio, ranked #3465.

Creative Planning first reported a position in TPZ in Q2 2013 and has held it in 15 quarters since. 34 funds tracked by Wall St. Rank hold TPZ as of Q2 2026.

Creative Planning held 15,813 shares of Tortoise Electrification Infrastructure ETF worth $346K as of Q2 2026.
Creative Planning bought 139 Tortoise Electrification Infrastructure ETF shares in Q2 2026, an estimated $3.07K.
Tortoise Electrification Infrastructure ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3465 holding.
Creative Planning first reported a position in Tortoise Electrification Infrastructure ETF in Q2 2013 and has held it in 15 quarters since.
34 funds tracked by Wall St. Rank held Tortoise Electrification Infrastructure ETF as of Q2 2026.

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