Financial Gravity Asset Management’s Tortoise Energy ETF TNGY Stock Holding History

Financial Gravity Asset Management’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 Q1	$78.7K	Hold	7,548	–	–	0.01%	246
2025 Q4	$68.2K	Hold	7,548	–	–	0.01%	223
2025 Q3	$68.5K	Buy	+7,548	New	+$68.2K	0.01%	262

Other funds holding TNGY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

EWA

Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return

PFBT

Parkside Financial Bank & Trust Saint Louis, Missouri $1.31B AUM 19.14% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Financial Gravity Asset Management's TNGY Position: Q1 2026 in Review

Financial Gravity Asset Management held its Tortoise Energy ETF (TNGY) position steady in Q1 2026 at 7,548 shares worth $78.7K. The position accounts for 0.01% of the portfolio, ranked #246.

Financial Gravity Asset Management first reported a position in TNGY in Q3 2025 and has held it in 3 quarters since. 88 funds tracked by Wall St. Rank hold TNGY as of Q1 2026.

Financial Gravity Asset Management held 7,548 shares of Tortoise Energy ETF worth $78.7K as of Q1 2026.
Financial Gravity Asset Management left its Tortoise Energy ETF share count unchanged in Q1 2026.
Tortoise Energy ETF made up 0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #246 holding.
Financial Gravity Asset Management first reported a position in Tortoise Energy ETF in Q3 2025 and has held it in 3 quarters since.
88 funds tracked by Wall St. Rank held Tortoise Energy ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.