Ignite Planners’s Tortoise Energy ETF TNGY Stock Holding History

Ignite Planners’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 Q3	$156K	Sell	14,678 -263,076	-95%	-$2.82M	0.02%	441
2026 Q2	$2.7M	Buy	277,754 +19,842	+8%	+$201K	0.37%	63
2026 Q1	$2.69M	Buy	257,912 +6,189	+2%	+$60.7K	0.41%	61
2025 Q4	$2.4M	Buy	251,723 +45,797	+22%	+$417K	0.37%	61
2025 Q3	$1.87M	Sell	205,926 -12,311	-6%	-$111K	0.31%	74
2025 Q2	$1.99M	Buy	+218,237	New	+$1.99M	0.35%	67

Other funds holding TNGY

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Lee Financial Dallas, Texas $801M AUM 16% 1-Year Est. Return

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

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

DTC

Davidson Trust Company Seattle, Washington $253M AUM 17.77% 1-Year Est. Return

Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return

Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return

TIM

Thor Investment Management Cincinnati, Ohio $177M AUM 25.05% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Ignite Planners's TNGY Position: Q3 2026 in Review

Ignite Planners reduced its Tortoise Energy ETF (TNGY) stake by 95% in Q3 2026, selling an estimated $2.82M and leaving 14,678 shares worth $156K. The position accounts for 0.02% of the portfolio, ranked #441.

Ignite Planners first reported a position in TNGY in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.7M in Q2 2026. 15 funds tracked by Wall St. Rank hold TNGY as of Q3 2026.

Ignite Planners held 14,678 shares of Tortoise Energy ETF worth $156K as of Q3 2026.
Ignite Planners sold 263,076 Tortoise Energy ETF shares in Q3 2026, an estimated $2.82M.
Tortoise Energy ETF made up 0.02% of Ignite Planners's portfolio in Q3 2026, its #441 holding.
Ignite Planners first reported a position in Tortoise Energy ETF in Q2 2025 and has held it in 6 quarters since.
Ignite Planners's Tortoise Energy ETF position peaked at $2.7M in Q2 2026.
15 funds tracked by Wall St. Rank held Tortoise Energy ETF as of Q3 2026.

Based on Ignite Planners's 13F filing for Q3 2026, filed 14 Oct 2026.