JAG
TPZ

Journey Advisory Group’s Tortoise Electrification Infrastructure ETF TPZ Stock Holding History

Journey Advisory Group’s Portfolio TPZ Stock Details TPZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-562,329
Closed -$10.4M – 277
2025
Q3 		$10.4M Sell
562,329
-16,537
-3% -$341K 0.77% 31
2025
Q2 		$10.9M Buy
578,866
+31,124
+6% +$614K 0.85% 28
2025
Q1 		$9.22M Buy
+547,742
New +$11.4M 0.75% 32

Other funds holding TPZ

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UPS
UHLMANN PRICE SECURITIES Skokie, Illinois $2.68B AUM 149.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Journey Advisory Group's TPZ Position: Q4 2025 in Review

Journey Advisory Group sold out of Tortoise Electrification Infrastructure ETF (TPZ) in Q4 2025, closing a stake of 562,329 shares — an estimated $10.4M sold.

Journey Advisory Group first reported a position in TPZ in Q1 2025 and held it in 3 quarters. The position peaked at $10.9M in Q2 2025. 41 funds tracked by Wall St. Rank hold TPZ as of Q4 2025.

  • Journey Advisory Group reported no remaining Tortoise Electrification Infrastructure ETF position as of Q4 2025 after selling out during the quarter.
  • Journey Advisory Group sold 562,329 Tortoise Electrification Infrastructure ETF shares in Q4 2025, an estimated $10.4M.
  • Journey Advisory Group first reported a position in Tortoise Electrification Infrastructure ETF in Q1 2025 and held it in 3 quarters.
  • Journey Advisory Group's Tortoise Electrification Infrastructure ETF position peaked at $10.9M in Q2 2025.
  • 41 funds tracked by Wall St. Rank held Tortoise Electrification Infrastructure ETF as of Q4 2025.

Based on Journey Advisory Group's 13F filing for Q4 2025, filed 27 Jan 2026.