Kovitz Investment Group Partners’s Tortoise Electrification Infrastructure ETF TPZ Stock Holding History

Kovitz Investment Group Partners’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	-318,112	Closed	-$6.68M	–	1242
2025 Q3	$6.68M	Sell	318,112 -52,137	-14%	-$1.08M	0.03%	405
2025 Q2	$7.59M	Sell	370,249 -167,790	-31%	-$3.31M	0.03%	367
2025 Q1	$11.1M	Sell	538,039 -164,021	-23%	-$3.42M	0.06%	249
2024 Q4	$14.1M	Sell	702,060 -23,618	-3%	-$462K	0.07%	214
2024 Q3	$13.1M	Buy	+725,678	New	+$12.5M	0.09%	186

Other funds holding TPZ

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return

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 New York $65.2B AUM 31.44% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Kovitz Investment Group Partners's TPZ Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Tortoise Electrification Infrastructure ETF (TPZ) in Q4 2025, closing a stake of 318,112 shares — an estimated $6.68M sold.

Kovitz Investment Group Partners first reported a position in TPZ in Q3 2024 and held it in 5 quarters. The position peaked at $14.1M in Q4 2024. 41 funds tracked by Wall St. Rank hold TPZ as of Q4 2025.

Kovitz Investment Group Partners reported no remaining Tortoise Electrification Infrastructure ETF position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 318,112 Tortoise Electrification Infrastructure ETF shares in Q4 2025, an estimated $6.68M.
Kovitz Investment Group Partners first reported a position in Tortoise Electrification Infrastructure ETF in Q3 2024 and held it in 5 quarters.
Kovitz Investment Group Partners's Tortoise Electrification Infrastructure ETF position peaked at $14.1M in Q4 2024.
41 funds tracked by Wall St. Rank held Tortoise Electrification Infrastructure ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.