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 Q3	$17K	Hold	443	–	–	0.01%	232
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

Eagle Bluffs Wealth Management Columbia, Missouri $291M AUM 25.84% 1-Year Est. Return

Absolute Investment Advisers Rosemary Beach, Florida $1.09B AUM 1.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Kercheville Advisors San Antonio, Texas $361M AUM 57.53% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Investment Research Partners Lemont, Pennsylvania $295M AUM 29.14% 1-Year Est. Return

NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

Samalin Investment Counsel Chappaqua, New York $319M AUM 12.97% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Holos Integrated Wealth's TYG Position: Q3 2026 in Review

Holos Integrated Wealth held its Tortoise Energy Infrastructure Corp (TYG) position steady in Q3 2026 at 443 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #232.

Holos Integrated Wealth first reported a position in TYG in Q1 2026 and has held it in 3 quarters since. The position peaked at $21.1K in Q1 2026. 32 funds tracked by Wall St. Rank hold TYG as of Q3 2026.

Holos Integrated Wealth held 443 shares of Tortoise Energy Infrastructure Corp worth $17K as of Q3 2026.
Holos Integrated Wealth left its Tortoise Energy Infrastructure Corp share count unchanged in Q3 2026.
Tortoise Energy Infrastructure Corp made up 0.01% of Holos Integrated Wealth's portfolio in Q3 2026, its #232 holding.
Holos Integrated Wealth first reported a position in Tortoise Energy Infrastructure Corp in Q1 2026 and has held it in 3 quarters since.
Holos Integrated Wealth's Tortoise Energy Infrastructure Corp position peaked at $21.1K in Q1 2026.
32 funds tracked by Wall St. Rank held Tortoise Energy Infrastructure Corp as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.