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 Q3	$110K	Sell	10,365 -1	-0%	-$11	﹤0.01%	967
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

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Parkside Financial Bank & Trust Saint Louis, Missouri $1.51B AUM 17.86% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Lee Financial Dallas, Texas $801M AUM 16% 1-Year Est. Return

Gladstone Institutional Advisory's TNGY Position: Q3 2026 in Review

Gladstone Institutional Advisory reduced its Tortoise Energy ETF (TNGY) stake by 0.01% in Q3 2026, selling an estimated $11 and leaving 10,365 shares worth $110K. The position accounts for ﹤0.01% of the portfolio, ranked #967.

Gladstone Institutional Advisory first reported a position in TNGY in Q1 2026 and has held it in 3 quarters since. 79 funds tracked by Wall St. Rank hold TNGY as of Q3 2026.

Gladstone Institutional Advisory held 10,365 shares of Tortoise Energy ETF worth $110K as of Q3 2026.
Gladstone Institutional Advisory sold 1 Tortoise Energy ETF share in Q3 2026, an estimated $11.
Tortoise Energy ETF made up ﹤0.01% of Gladstone Institutional Advisory's portfolio in Q3 2026, its #967 holding.
Gladstone Institutional Advisory first reported a position in Tortoise Energy ETF in Q1 2026 and has held it in 3 quarters since.
79 funds tracked by Wall St. Rank held Tortoise Energy ETF as of Q3 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q3 2026, filed 13 Nov 2026.