IWC
TNGY

Integrated Wealth Concepts’s Tortoise Energy ETF TNGY Stock Holding History

Integrated Wealth Concepts’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 		$709 Buy
+73
New +$738 ﹤0.01% 5602

Other funds holding TNGY

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

Integrated Wealth Concepts's TNGY Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Tortoise Energy ETF (TNGY) in Q2 2026: 73 shares worth $709. The stake represents ﹤0.01% of the portfolio and ranks #5602 among its holdings.

89 funds tracked by Wall St. Rank hold TNGY as of Q2 2026.

  • Integrated Wealth Concepts held 73 shares of Tortoise Energy ETF worth $709 as of Q2 2026.
  • Tortoise Energy ETF was a new Integrated Wealth Concepts position in Q2 2026.
  • Tortoise Energy ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5602 holding.
  • 89 funds tracked by Wall St. Rank held Tortoise Energy ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.