Davidson Trust Company’s Tortoise Electrification Infrastructure ETF TPZ Stock Holding History

Davidson Trust Company’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 Q3	$458K	Buy	+23,000	New	+$493K	0.18%	123

Other funds holding TPZ

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UHLMANN PRICE SECURITIES Skokie, Illinois $1.86B AUM 66.72% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Atlas Wealth Cincinnati, Ohio $722M AUM 7.22% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return

Beverly Hills Private Wealth Beverly Hills, California $579M AUM 18.25% 1-Year Est. Return

Davidson Trust Company's TPZ Position: Q3 2026 in Review

Davidson Trust Company opened a new position in Tortoise Electrification Infrastructure ETF (TPZ) in Q3 2026: 23,000 shares worth $458K. The stake represents 0.18% of the portfolio and ranks #123 among its holdings.

17 funds tracked by Wall St. Rank hold TPZ as of Q3 2026.

Davidson Trust Company held 23,000 shares of Tortoise Electrification Infrastructure ETF worth $458K as of Q3 2026.
Tortoise Electrification Infrastructure ETF was a new Davidson Trust Company position in Q3 2026.
Tortoise Electrification Infrastructure ETF made up 0.18% of Davidson Trust Company's portfolio in Q3 2026, its #123 holding.
17 funds tracked by Wall St. Rank held Tortoise Electrification Infrastructure ETF as of Q3 2026.

Based on Davidson Trust Company's 13F filing for Q3 2026, filed 9 Oct 2026.