MGIA
TMLP

Moneta Group Investment Advisors’s Tortoise MLP ETF TMLP Stock Holding History

Moneta Group Investment Advisors’s Portfolio TMLP Stock Details TMLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.02M Sell
217,700
-7,304
-3% -$208K 0.04% 166
2026
Q1 		$6.33M Sell
225,004
-38,908
-15% -$1.07M 0.05% 143
2025
Q4 		$6.64M Buy
+263,912
New +$6.64M 0.05% 139

Other funds holding TMLP

Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
KPP
Kings Path Partners Sugar Land, Texas $376M AUM 19.8% 1-Year Est. Return
CFO
Callan Family Office Radnor, Pennsylvania $5.11B AUM 35.28% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Moneta Group Investment Advisors's TMLP Position: Q2 2026 in Review

Moneta Group Investment Advisors reduced its Tortoise MLP ETF (TMLP) stake by 3.2% in Q2 2026, selling an estimated $208K and leaving 217,700 shares worth $6.02M. The position accounts for 0.04% of the portfolio, ranked #166.

Moneta Group Investment Advisors first reported a position in TMLP in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.64M in Q4 2025. 9 funds tracked by Wall St. Rank hold TMLP as of Q2 2026.

  • Moneta Group Investment Advisors held 217,700 shares of Tortoise MLP ETF worth $6.02M as of Q2 2026.
  • Moneta Group Investment Advisors sold 7,304 Tortoise MLP ETF shares in Q2 2026, an estimated $208K.
  • Tortoise MLP ETF made up 0.04% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #166 holding.
  • Moneta Group Investment Advisors first reported a position in Tortoise MLP ETF in Q4 2025 and has held it in 3 quarters since.
  • Moneta Group Investment Advisors's Tortoise MLP ETF position peaked at $6.64M in Q4 2025.
  • 9 funds tracked by Wall St. Rank held Tortoise MLP ETF as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.