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
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 $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
EPW
Evolve Private Wealth Los Angeles, California $1.87B AUM

Focus Partners Wealth's TPZ Position: Q1 2026 in Review

Focus Partners Wealth reduced its Tortoise Electrification Infrastructure ETF (TPZ) stake by 4.3% in Q1 2026, selling an estimated $287K and leaving 292,440 shares worth $6.4M. The position accounts for 0.01% of the portfolio, ranked #850.

Focus Partners 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.

  • Focus Partners Wealth held 292,440 shares of Tortoise Electrification Infrastructure ETF worth $6.4M as of Q1 2026.
  • Focus Partners Wealth sold 13,285 Tortoise Electrification Infrastructure ETF shares in Q1 2026, an estimated $287K.
  • Tortoise Electrification Infrastructure ETF made up 0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #850 holding.
  • Focus Partners 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 Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.