Creative Planning
TPZ

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
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

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Rockefeller Capital Management
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
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
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Creative Planning's TPZ Position: Q1 2026 in Review

Creative Planning increased its Tortoise Electrification Infrastructure ETF (TPZ) stake by 2.7% in Q1 2026, buying an estimated $9.03K and bringing the position to 15,674 shares worth $343K. The position accounts for ﹤0.01% of the portfolio, ranked #3322.

Creative Planning first reported a position in TPZ in Q2 2013 and has held it in 14 quarters since. 38 funds tracked by Wall St. Rank hold TPZ as of Q1 2026.

  • Creative Planning held 15,674 shares of Tortoise Electrification Infrastructure ETF worth $343K as of Q1 2026.
  • Creative Planning bought 418 Tortoise Electrification Infrastructure ETF shares in Q1 2026, an estimated $9.03K.
  • Tortoise Electrification Infrastructure ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3322 holding.
  • Creative Planning first reported a position in Tortoise Electrification Infrastructure ETF in Q2 2013 and has held it in 14 quarters since.
  • 38 funds tracked by Wall St. Rank held Tortoise Electrification Infrastructure ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.