IWC
TYG

Integrated Wealth Concepts’s Tortoise Energy Infrastructure Corp TYG Stock Holding History

Integrated Wealth Concepts’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
Q1 		$358K Buy
+7,180
New +$336K ﹤0.01% 1747
2025
Q4 		– Sell
-4,938
Closed -$213K – 2027
2025
Q3 		$213K Buy
+4,938
New +$212K ﹤0.01% 1820
2025
Q2 		– Sell
-5,622
Closed -$242K – 2008
2025
Q1 		$242K Buy
+5,622
New +$249K ﹤0.01% 1525

Other funds holding TYG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
EBWM
Eagle Bluffs Wealth Management Columbia, Missouri $257M AUM 30.19% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Integrated Wealth Concepts's TYG Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in Tortoise Energy Infrastructure Corp (TYG) in Q1 2026: 7,180 shares worth $358K. The stake represents ﹤0.01% of the portfolio and ranks #1747 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in TYG as recently as Q3 2025.

Integrated Wealth Concepts first reported a position in TYG in Q1 2025 and has held it in 3 quarters since. 159 funds tracked by Wall St. Rank hold TYG as of Q1 2026.

  • Integrated Wealth Concepts held 7,180 shares of Tortoise Energy Infrastructure Corp worth $358K as of Q1 2026.
  • Tortoise Energy Infrastructure Corp was a new Integrated Wealth Concepts position in Q1 2026.
  • Tortoise Energy Infrastructure Corp made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1747 holding.
  • Integrated Wealth Concepts first reported a position in Tortoise Energy Infrastructure Corp in Q1 2025 and has held it in 3 quarters since.
  • 159 funds tracked by Wall St. Rank held Tortoise Energy Infrastructure Corp as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.