MYIA
TNGY

Mount Yale Investment Advisors’s Tortoise Energy ETF TNGY Stock Holding History

Mount Yale Investment 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
Q1 		$696K Hold
66,735
– – 0.02% 608
2025
Q4 		$611K Buy
66,735
+27,554
+70% +$251K 0.03% 413
2025
Q3 		$355K Buy
+39,181
New +$354K 0.02% 484

Other funds holding TNGY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EWA
Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return
PFBT
Parkside Financial Bank & Trust Saint Louis, Missouri $1.31B AUM 19.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mount Yale Investment Advisors's TNGY Position: Q1 2026 in Review

Mount Yale Investment Advisors held its Tortoise Energy ETF (TNGY) position steady in Q1 2026 at 66,735 shares worth $696K. The position accounts for 0.02% of the portfolio, ranked #608.

Mount Yale Investment Advisors first reported a position in TNGY in Q3 2025 and has held it in 3 quarters since. 88 funds tracked by Wall St. Rank hold TNGY as of Q1 2026.

  • Mount Yale Investment Advisors held 66,735 shares of Tortoise Energy ETF worth $696K as of Q1 2026.
  • Mount Yale Investment Advisors left its Tortoise Energy ETF share count unchanged in Q1 2026.
  • Tortoise Energy ETF made up 0.02% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #608 holding.
  • Mount Yale Investment Advisors first reported a position in Tortoise Energy ETF in Q3 2025 and has held it in 3 quarters since.
  • 88 funds tracked by Wall St. Rank held Tortoise Energy ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.