EPW
TPZ

Evolve Private Wealth’s Tortoise Electrification Infrastructure ETF TPZ Stock Holding History

Evolve Private Wealth’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 		$874K Sell
39,966
-2,566
-6% -$55.5K 0.05% 371
2025
Q4 		$870K Buy
+42,532
New +$890K 0.05% 340

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

Evolve Private Wealth's TPZ Position: Q1 2026 in Review

Evolve Private Wealth reduced its Tortoise Electrification Infrastructure ETF (TPZ) stake by 6% in Q1 2026, selling an estimated $55.5K and leaving 39,966 shares worth $874K. The position accounts for 0.05% of the portfolio, ranked #371.

Evolve Private Wealth first reported a position in TPZ in Q4 2025 and has held it in 2 quarters since. 38 funds tracked by Wall St. Rank hold TPZ as of Q1 2026.

  • Evolve Private Wealth held 39,966 shares of Tortoise Electrification Infrastructure ETF worth $874K as of Q1 2026.
  • Evolve Private Wealth sold 2,566 Tortoise Electrification Infrastructure ETF shares in Q1 2026, an estimated $55.5K.
  • Tortoise Electrification Infrastructure ETF made up 0.05% of Evolve Private Wealth's portfolio in Q1 2026, its #371 holding.
  • Evolve Private Wealth first reported a position in Tortoise Electrification Infrastructure ETF in Q4 2025 and has held it in 2 quarters since.
  • 38 funds tracked by Wall St. Rank held Tortoise Electrification Infrastructure ETF as of Q1 2026.

Based on Evolve Private Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.