HighTower Advisors’s Tortoise Energy ETF TNGY Stock Holding History

HighTower Advisors’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	$1.32M	Sell	126,561 -370	-0.3%	-$3.63K	﹤0.01%	2004
2025 Q4	$1.15M	Sell	126,931 -1,593	-1%	-$14.5K	﹤0.01%	2019
2025 Q3	$1.17M	Sell	128,524 -650	-0.5%	-$5.87K	﹤0.01%	1997
2025 Q2	$1.19M	Buy	+129,174	New	+$1.18M	﹤0.01%	1897

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

HighTower Advisors's TNGY Position: Q1 2026 in Review

HighTower Advisors reduced its Tortoise Energy ETF (TNGY) stake by 0.29% in Q1 2026, selling an estimated $3.63K and leaving 126,561 shares worth $1.32M. The position accounts for ﹤0.01% of the portfolio, ranked #2004.

HighTower Advisors first reported a position in TNGY in Q2 2025 and has held it in 4 quarters since. 88 funds tracked by Wall St. Rank hold TNGY as of Q1 2026.

HighTower Advisors held 126,561 shares of Tortoise Energy ETF worth $1.32M as of Q1 2026.
HighTower Advisors sold 370 Tortoise Energy ETF shares in Q1 2026, an estimated $3.63K.
Tortoise Energy ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #2004 holding.
HighTower Advisors first reported a position in Tortoise Energy ETF in Q2 2025 and has held it in 4 quarters since.
88 funds tracked by Wall St. Rank held Tortoise Energy ETF as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.