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 Q2	$101K	Buy	10,366 +1	+0%	+$10	﹤0.01%	878
2026 Q1	$108K	Buy	+10,365	New	+$102K	﹤0.01%	816

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

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

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

PFBT

Parkside Financial Bank & Trust Saint Louis, Missouri $1.47B AUM 24.26% 1-Year Est. Return

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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Gladstone Institutional Advisory's TNGY Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its Tortoise Energy ETF (TNGY) stake by 0.01% in Q2 2026, buying an estimated $10 and bringing the position to 10,366 shares worth $101K. The position accounts for ﹤0.01% of the portfolio, ranked #878.

Gladstone Institutional Advisory first reported a position in TNGY in Q1 2026 and has held it in 2 quarters since. The position peaked at $108K in Q1 2026. 90 funds tracked by Wall St. Rank hold TNGY as of Q2 2026.

Gladstone Institutional Advisory held 10,366 shares of Tortoise Energy ETF worth $101K as of Q2 2026.
Gladstone Institutional Advisory bought 1 Tortoise Energy ETF share in Q2 2026, an estimated $10.
Tortoise Energy ETF made up ﹤0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #878 holding.
Gladstone Institutional Advisory first reported a position in Tortoise Energy ETF in Q1 2026 and has held it in 2 quarters since.
Gladstone Institutional Advisory's Tortoise Energy ETF position peaked at $108K in Q1 2026.
90 funds tracked by Wall St. Rank held Tortoise Energy ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.