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
Q2 		$763K Sell
34,868
-5,098
-13% -$113K 0.05% 368
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

BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UPS
UHLMANN PRICE SECURITIES Skokie, Illinois $2.68B AUM 149.5% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Evolve Private Wealth's TPZ Position: Q2 2026 in Review

Evolve Private Wealth reduced its Tortoise Electrification Infrastructure ETF (TPZ) stake by 13% in Q2 2026, selling an estimated $113K and leaving 34,868 shares worth $763K. The position accounts for 0.05% of the portfolio, ranked #368.

Evolve Private Wealth first reported a position in TPZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $874K in Q1 2026. 34 funds tracked by Wall St. Rank hold TPZ as of Q2 2026.

  • Evolve Private Wealth held 34,868 shares of Tortoise Electrification Infrastructure ETF worth $763K as of Q2 2026.
  • Evolve Private Wealth sold 5,098 Tortoise Electrification Infrastructure ETF shares in Q2 2026, an estimated $113K.
  • Tortoise Electrification Infrastructure ETF made up 0.05% of Evolve Private Wealth's portfolio in Q2 2026, its #368 holding.
  • Evolve Private Wealth first reported a position in Tortoise Electrification Infrastructure ETF in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Tortoise Electrification Infrastructure ETF position peaked at $874K in Q1 2026.
  • 34 funds tracked by Wall St. Rank held Tortoise Electrification Infrastructure ETF as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.