Gladstone Institutional Advisory’s Tortoise Energy ETF TNGY Stock Holding History

Gladstone Institutional Advisory’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	$108K	Buy	+10,365	New	+$102K	﹤0.01%	816

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 $16.5B AUM 19.94% 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

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

LPL Financial San Diego, California $377B AUM 19.32% 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 $570B AUM 27.57% 1-Year Est. Return

Gladstone Institutional Advisory's TNGY Position: Q1 2026 in Review

Gladstone Institutional Advisory opened a new position in Tortoise Energy ETF (TNGY) in Q1 2026: 10,365 shares worth $108K. The stake represents ﹤0.01% of the portfolio and ranks #816 among its holdings.

88 funds tracked by Wall St. Rank hold TNGY as of Q1 2026.

Gladstone Institutional Advisory held 10,365 shares of Tortoise Energy ETF worth $108K as of Q1 2026.
Tortoise Energy ETF was a new Gladstone Institutional Advisory position in Q1 2026.
Tortoise Energy ETF made up ﹤0.01% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #816 holding.
88 funds tracked by Wall St. Rank held Tortoise Energy ETF as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.