IFG
TNGY

Independent Financial Group’s Tortoise Energy ETF TNGY Stock Holding History

Independent Financial Group’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 		$1.16M Sell
119,127
-11,808
-9% -$119K 0.02% 630
2026
Q1 		$1.37M Sell
130,935
-1,827
-1% -$17.9K 0.03% 522
2025
Q4 		$1.2M Sell
132,762
-12,724
-9% -$116K 0.03% 553
2025
Q3 		$1.32M Sell
145,486
-895
-0.6% -$8.09K 0.03% 522
2025
Q2 		$1.34M Buy
+146,381
New +$1.34M 0.04% 454

Other funds holding TNGY

Envestnet Asset Management
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Independent Financial Group's TNGY Position: Q2 2026 in Review

Independent Financial Group reduced its Tortoise Energy ETF (TNGY) stake by 9% in Q2 2026, selling an estimated $119K and leaving 119,127 shares worth $1.16M. The position accounts for 0.02% of the portfolio, ranked #630.

Independent Financial Group first reported a position in TNGY in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.37M in Q1 2026. 86 funds tracked by Wall St. Rank hold TNGY as of Q2 2026.

  • Independent Financial Group held 119,127 shares of Tortoise Energy ETF worth $1.16M as of Q2 2026.
  • Independent Financial Group sold 11,808 Tortoise Energy ETF shares in Q2 2026, an estimated $119K.
  • Tortoise Energy ETF made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #630 holding.
  • Independent Financial Group first reported a position in Tortoise Energy ETF in Q2 2025 and has held it in 5 quarters since.
  • Independent Financial Group's Tortoise Energy ETF position peaked at $1.37M in Q1 2026.
  • 86 funds tracked by Wall St. Rank held Tortoise Energy ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.