Financial Gravity Companies’s Tortoise Energy ETF TNGY Stock Holding History

Financial Gravity Companies’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
2025 Q2	$69.2K	Buy	+7,548	New	+$68.9K	0.01%	261

Other funds holding TNGY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PFBT

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

EWA

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

Financial Gravity Companies's TNGY Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Tortoise Energy ETF (TNGY) in Q2 2025: 7,548 shares worth $69.2K. The stake represents 0.01% of the portfolio and ranks #261 among its holdings.

72 funds tracked by Wall St. Rank hold TNGY as of Q2 2025.

Financial Gravity Companies held 7,548 shares of Tortoise Energy ETF worth $69.2K as of Q2 2025.
Tortoise Energy ETF was a new Financial Gravity Companies position in Q2 2025.
Tortoise Energy ETF made up 0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #261 holding.
72 funds tracked by Wall St. Rank held Tortoise Energy ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.