Elevation Wealth Partners’s Tortoise Energy ETF TNGY Stock Holding History

Elevation Wealth Partners’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 Q3	$212K	Sell	20,046 -42	-0.2%	-$450	0.06%	138
2026 Q2	$195K	Sell	20,088 -2,486	-11%	-$25.1K	0.06%	142
2026 Q1	$235K	Sell	22,574 -1,376	-6%	-$13.5K	0.08%	106
2025 Q4	$217K	Sell	23,950 -437	-2%	-$3.98K	0.08%	110
2025 Q3	$221K	Buy	24,387 +128	+0.5%	+$1.16K	0.08%	109
2025 Q2	$223K	Buy	+24,259	New	+$222K	0.09%	108

Other funds holding TNGY

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Lee Financial Dallas, Texas $801M AUM 16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Davidson Trust Company Seattle, Washington $253M AUM 17.77% 1-Year Est. Return

Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return

Legacy Capital Wealth Partners Little Rock, Arkansas $481M AUM 19.97% 1-Year Est. Return

Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return

Thor Investment Management Cincinnati, Ohio $177M AUM 25.05% 1-Year Est. Return

Elevation Wealth Partners's TNGY Position: Q3 2026 in Review

Elevation Wealth Partners reduced its Tortoise Energy ETF (TNGY) stake by 0.21% in Q3 2026, selling an estimated $450 and leaving 20,046 shares worth $212K. The position accounts for 0.06% of the portfolio, ranked #138.

Elevation Wealth Partners first reported a position in TNGY in Q2 2025 and has held it in 6 quarters since. The position peaked at $235K in Q1 2026. 17 funds tracked by Wall St. Rank hold TNGY as of Q3 2026.

Elevation Wealth Partners held 20,046 shares of Tortoise Energy ETF worth $212K as of Q3 2026.
Elevation Wealth Partners sold 42 Tortoise Energy ETF shares in Q3 2026, an estimated $450.
Tortoise Energy ETF made up 0.06% of Elevation Wealth Partners's portfolio in Q3 2026, its #138 holding.
Elevation Wealth Partners first reported a position in Tortoise Energy ETF in Q2 2025 and has held it in 6 quarters since.
Elevation Wealth Partners's Tortoise Energy ETF position peaked at $235K in Q1 2026.
17 funds tracked by Wall St. Rank held Tortoise Energy ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.