EWP
TNGY

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
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

IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
CWA
Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return

Elevation Wealth Partners's TNGY Position: Q2 2026 in Review

Elevation Wealth Partners reduced its Tortoise Energy ETF (TNGY) stake by 11% in Q2 2026, selling an estimated $25.1K and leaving 20,088 shares worth $195K. The position accounts for 0.06% of the portfolio, ranked #142.

Elevation Wealth Partners first reported a position in TNGY in Q2 2025 and has held it in 5 quarters since. The position peaked at $235K in Q1 2026. 7 funds tracked by Wall St. Rank hold TNGY as of Q2 2026.

  • Elevation Wealth Partners held 20,088 shares of Tortoise Energy ETF worth $195K as of Q2 2026.
  • Elevation Wealth Partners sold 2,486 Tortoise Energy ETF shares in Q2 2026, an estimated $25.1K.
  • Tortoise Energy ETF made up 0.06% of Elevation Wealth Partners's portfolio in Q2 2026, its #142 holding.
  • Elevation Wealth Partners first reported a position in Tortoise Energy ETF in Q2 2025 and has held it in 5 quarters since.
  • Elevation Wealth Partners's Tortoise Energy ETF position peaked at $235K in Q1 2026.
  • 7 funds tracked by Wall St. Rank held Tortoise Energy ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.