Lido Advisors’s Tortoise Energy ETF TNGY Stock Holding History

Lido Advisors’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	$444K	Buy	45,705 +242	+0.5%	+$2.45K	﹤0.01%	1544
2026 Q1	$474K	Buy	45,463 +473	+1%	+$4.64K	﹤0.01%	1330
2025 Q4	$408K	Hold	44,990	–	–	﹤0.01%	1390
2025 Q3	$408K	Buy	44,990 +247	+0.6%	+$2.23K	﹤0.01%	1319
2025 Q2	$410K	Buy	+44,743	New	+$409K	﹤0.01%	1183

Other funds holding TNGY

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

PFBT

Parkside Financial Bank & Trust Saint Louis, Missouri $1.47B AUM 24.26% 1-Year Est. Return

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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Lido Advisors's TNGY Position: Q2 2026 in Review

Lido Advisors increased its Tortoise Energy ETF (TNGY) stake by 0.53% in Q2 2026, buying an estimated $2.45K and bringing the position to 45,705 shares worth $444K. The position accounts for ﹤0.01% of the portfolio, ranked #1544.

Lido Advisors first reported a position in TNGY in Q2 2025 and has held it in 5 quarters since. The position peaked at $474K in Q1 2026. 90 funds tracked by Wall St. Rank hold TNGY as of Q2 2026.

Lido Advisors held 45,705 shares of Tortoise Energy ETF worth $444K as of Q2 2026.
Lido Advisors bought 242 Tortoise Energy ETF shares in Q2 2026, an estimated $2.45K.
Tortoise Energy ETF made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1544 holding.
Lido Advisors first reported a position in Tortoise Energy ETF in Q2 2025 and has held it in 5 quarters since.
Lido Advisors's Tortoise Energy ETF position peaked at $474K in Q1 2026.
90 funds tracked by Wall St. Rank held Tortoise Energy ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.