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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

PFBT

Parkside Financial Bank & Trust Saint Louis, Missouri $1.47B AUM 24.26% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Ignite Planners's TNGY Position: Q2 2026 in Review

Ignite Planners increased its Tortoise Energy ETF (TNGY) stake by 7.7% in Q2 2026, buying an estimated $201K and bringing the position to 277,754 shares worth $2.7M. The position accounts for 0.37% of the portfolio, ranked #63.

Ignite Planners first reported a position in TNGY in Q2 2025 and has held it in 5 quarters since. 90 funds tracked by Wall St. Rank hold TNGY as of Q2 2026.

Ignite Planners held 277,754 shares of Tortoise Energy ETF worth $2.7M as of Q2 2026.
Ignite Planners bought 19,842 Tortoise Energy ETF shares in Q2 2026, an estimated $201K.
Tortoise Energy ETF made up 0.37% of Ignite Planners's portfolio in Q2 2026, its #63 holding.
Ignite Planners first reported a position in Tortoise Energy ETF in Q2 2025 and has held it in 5 quarters since.
90 funds tracked by Wall St. Rank held Tortoise Energy ETF as of Q2 2026.

Based on Ignite Planners's 13F filing for Q2 2026, filed 23 Jul 2026.