HIW
TYG

Holos Integrated Wealth’s Tortoise Energy Infrastructure Corp TYG Stock Holding History

Holos Integrated Wealth’s Portfolio TYG Stock Details TYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$19.1K Hold
443
– – 0.01% 215
2026
Q1 		$21.1K Buy
+443
New +$20.7K 0.01% 207

Other funds holding TYG

AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03T AUM 1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
1IA
1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
AWC
Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return

Holos Integrated Wealth's TYG Position: Q2 2026 in Review

Holos Integrated Wealth held its Tortoise Energy Infrastructure Corp (TYG) position steady in Q2 2026 at 443 shares worth $19.1K. The position accounts for 0.01% of the portfolio, ranked #215.

Holos Integrated Wealth first reported a position in TYG in Q1 2026 and has held it in 2 quarters since. The position peaked at $21.1K in Q1 2026. 36 funds tracked by Wall St. Rank hold TYG as of Q2 2026.

  • Holos Integrated Wealth held 443 shares of Tortoise Energy Infrastructure Corp worth $19.1K as of Q2 2026.
  • Holos Integrated Wealth left its Tortoise Energy Infrastructure Corp share count unchanged in Q2 2026.
  • Tortoise Energy Infrastructure Corp made up 0.01% of Holos Integrated Wealth's portfolio in Q2 2026, its #215 holding.
  • Holos Integrated Wealth first reported a position in Tortoise Energy Infrastructure Corp in Q1 2026 and has held it in 2 quarters since.
  • Holos Integrated Wealth's Tortoise Energy Infrastructure Corp position peaked at $21.1K in Q1 2026.
  • 36 funds tracked by Wall St. Rank held Tortoise Energy Infrastructure Corp as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.