HighTower Advisors’s Tortoise Electrification Infrastructure ETF TPZ Stock Holding History

HighTower Advisors’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
2025 Q1	–	Sell	-68,915	Closed	-$1.38M	–	4052
2024 Q4	$1.38M	Buy	+68,915	New	+$1.35M	﹤0.01%	1757
2022 Q1	–	Sell	-12,617	Closed	-$171K	–	3686
2021 Q4	$171K	Sell	12,617 -1,269	-9%	-$17K	﹤0.01%	2820
2021 Q3	$184K	Hold	13,886	–	–	﹤0.01%	2737
2021 Q2	$191K	Sell	13,886 -3,323	-19%	-$43.2K	﹤0.01%	2680
2021 Q1	$208K	Buy	17,209 +164	+1%	+$1.93K	﹤0.01%	2580
2020 Q4	$188K	Buy	+17,045	New	+$165K	﹤0.01%	2221

Other funds holding TPZ

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

JAG

Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return

Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

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

UPS

UHLMANN PRICE SECURITIES Skokie, Illinois $1.49B AUM 39.35% 1-Year Est. Return

HighTower Advisors's TPZ Position: Q1 2025 in Review

HighTower Advisors sold out of Tortoise Electrification Infrastructure ETF (TPZ) in Q1 2025, closing a stake of 68,915 shares — an estimated $1.38M sold.

HighTower Advisors first reported a position in TPZ in Q4 2020 and held it in 6 quarters. The position peaked at $1.38M in Q4 2024. 40 funds tracked by Wall St. Rank hold TPZ as of Q1 2025.

HighTower Advisors reported no remaining Tortoise Electrification Infrastructure ETF position as of Q1 2025 after selling out during the quarter.
HighTower Advisors sold 68,915 Tortoise Electrification Infrastructure ETF shares in Q1 2025, an estimated $1.38M.
HighTower Advisors first reported a position in Tortoise Electrification Infrastructure ETF in Q4 2020 and held it in 6 quarters.
HighTower Advisors's Tortoise Electrification Infrastructure ETF position peaked at $1.38M in Q4 2024.
40 funds tracked by Wall St. Rank held Tortoise Electrification Infrastructure ETF as of Q1 2025.

Based on HighTower Advisors's 13F filing for Q1 2025, filed 13 May 2025.