Focus Partners Wealth
TPZ

Focus Partners Wealth’s Tortoise Electrification Infrastructure ETF TPZ Stock Holding History

Focus Partners 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 		$5.19M Sell
237,222
-55,218
-19% -$1.22M 0.01% 944
2026
Q1 		$6.4M Sell
292,440
-13,285
-4% -$287K 0.01% 850
2025
Q4 		$6.23M Buy
+305,725
New +$6.4M 0.01% 872

Other funds holding TPZ

BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Focus Partners Wealth's TPZ Position: Q2 2026 in Review

Focus Partners Wealth reduced its Tortoise Electrification Infrastructure ETF (TPZ) stake by 19% in Q2 2026, selling an estimated $1.22M and leaving 237,222 shares worth $5.19M. The position accounts for 0.01% of the portfolio, ranked #944.

Focus Partners Wealth first reported a position in TPZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.4M in Q1 2026. 34 funds tracked by Wall St. Rank hold TPZ as of Q2 2026.

  • Focus Partners Wealth held 237,222 shares of Tortoise Electrification Infrastructure ETF worth $5.19M as of Q2 2026.
  • Focus Partners Wealth sold 55,218 Tortoise Electrification Infrastructure ETF shares in Q2 2026, an estimated $1.22M.
  • Tortoise Electrification Infrastructure ETF made up 0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #944 holding.
  • Focus Partners Wealth first reported a position in Tortoise Electrification Infrastructure ETF in Q4 2025 and has held it in 3 quarters since.
  • Focus Partners Wealth's Tortoise Electrification Infrastructure ETF position peaked at $6.4M in Q1 2026.
  • 34 funds tracked by Wall St. Rank held Tortoise Electrification Infrastructure ETF as of Q2 2026.

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