Lionsbridge Wealth Management’s Tortoise Energy ETF TNGY Stock Holding History

Lionsbridge Wealth Management’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	$704K	Buy	+72,511	New	+$733K	0.69%	43

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

Lionsbridge Wealth Management's TNGY Position: Q2 2026 in Review

Lionsbridge Wealth Management opened a new position in Tortoise Energy ETF (TNGY) in Q2 2026: 72,511 shares worth $704K. The stake represents 0.69% of the portfolio and ranks #43 among its holdings.

90 funds tracked by Wall St. Rank hold TNGY as of Q2 2026.

Lionsbridge Wealth Management held 72,511 shares of Tortoise Energy ETF worth $704K as of Q2 2026.
Tortoise Energy ETF was a new Lionsbridge Wealth Management position in Q2 2026.
Tortoise Energy ETF made up 0.69% of Lionsbridge Wealth Management's portfolio in Q2 2026, its #43 holding.
90 funds tracked by Wall St. Rank held Tortoise Energy ETF as of Q2 2026.

Based on Lionsbridge Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.