JNBA Financial Advisors’s Tortoise Energy Infrastructure Corp TYG Stock Holding History

JNBA Financial Advisors’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
2025 Q1	–	Sell	-1,372	Closed	-$57.6K	–	684
2024 Q4	$57.6K	Hold	1,372	–	–	0.01%	268
2024 Q3	$53.9K	Hold	1,372	–	–	0.01%	279
2024 Q2	$47.8K	Hold	1,372	–	–	0.01%	286
2024 Q1	$42.4K	Sell	1,372 -178	-11%	-$5.21K	﹤0.01%	310
2023 Q4	$44.6K	Buy	+1,550	New	+$43.8K	0.01%	297
2018 Q4	–	Sell	-125	Closed	-$13K	–	720
2018 Q3	$13K	Buy	+125	New	+$14K	0.01%	355

Other funds holding TYG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return

JNBA Financial Advisors's TYG Position: Q1 2025 in Review

JNBA Financial Advisors sold out of Tortoise Energy Infrastructure Corp (TYG) in Q1 2025, closing a stake of 1,372 shares — an estimated $57.6K sold.

JNBA Financial Advisors first reported a position in TYG in Q3 2018 and held it in 6 quarters. The position peaked at $57.6K in Q4 2024. 136 funds tracked by Wall St. Rank hold TYG as of Q1 2025.

JNBA Financial Advisors reported no remaining Tortoise Energy Infrastructure Corp position as of Q1 2025 after selling out during the quarter.
JNBA Financial Advisors sold 1,372 Tortoise Energy Infrastructure Corp shares in Q1 2025, an estimated $57.6K.
JNBA Financial Advisors first reported a position in Tortoise Energy Infrastructure Corp in Q3 2018 and held it in 6 quarters.
JNBA Financial Advisors's Tortoise Energy Infrastructure Corp position peaked at $57.6K in Q4 2024.
136 funds tracked by Wall St. Rank held Tortoise Energy Infrastructure Corp as of Q1 2025.

Based on JNBA Financial Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.