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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
QL
Quarry LP New York $1.2B AUM 47.63% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 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. 168 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.
  • 168 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.