MCM
TPZ

MAI Capital Management’s Tortoise Electrification Infrastructure ETF TPZ Stock Holding History

MAI Capital Management’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
2026
Q1 		$412K Buy
18,811
+134
+0.7% +$2.9K ﹤0.01% 1106
2025
Q4 		$381K Sell
18,677
-3,819
-17% -$79.9K ﹤0.01% 1064
2025
Q3 		$473K Buy
22,496
+86
+0.4% +$1.78K ﹤0.01% 934
2025
Q2 		$459K Buy
22,410
+333
+2% +$6.57K ﹤0.01% 878
2025
Q1 		$456K Buy
22,077
+207
+0.9% +$4.32K ﹤0.01% 852
2024
Q4 		$439K Buy
+21,870
New +$428K ﹤0.01% 884

Other funds holding TPZ

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UPS
UHLMANN PRICE SECURITIES Skokie, Illinois $1.49B AUM 39.35% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

MAI Capital Management's TPZ Position: Q1 2026 in Review

MAI Capital Management increased its Tortoise Electrification Infrastructure ETF (TPZ) stake by 0.72% in Q1 2026, buying an estimated $2.9K and bringing the position to 18,811 shares worth $412K. The position accounts for ﹤0.01% of the portfolio, ranked #1106.

MAI Capital Management first reported a position in TPZ in Q4 2024 and has held it in 6 quarters since. The position peaked at $473K in Q3 2025. 38 funds tracked by Wall St. Rank hold TPZ as of Q1 2026.

  • MAI Capital Management held 18,811 shares of Tortoise Electrification Infrastructure ETF worth $412K as of Q1 2026.
  • MAI Capital Management bought 134 Tortoise Electrification Infrastructure ETF shares in Q1 2026, an estimated $2.9K.
  • Tortoise Electrification Infrastructure ETF made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #1106 holding.
  • MAI Capital Management first reported a position in Tortoise Electrification Infrastructure ETF in Q4 2024 and has held it in 6 quarters since.
  • MAI Capital Management's Tortoise Electrification Infrastructure ETF position peaked at $473K in Q3 2025.
  • 38 funds tracked by Wall St. Rank held Tortoise Electrification Infrastructure ETF as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.