Next Level Wealth Planning’s Tortoise Energy ETF TNGY Stock Holding History

Next Level Wealth Planning’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 Q3	$64.2K	Buy	+6,060	New	+$65K	0.03%	151

Other funds holding TNGY

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Parkside Financial Bank & Trust Saint Louis, Missouri $1.51B AUM 17.86% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Lee Financial Dallas, Texas $801M AUM 16% 1-Year Est. Return

Roman Butler Fullerton & Co St Louis, Missouri $436M AUM 25.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Next Level Wealth Planning's TNGY Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Tortoise Energy ETF (TNGY) in Q3 2026: 6,060 shares worth $64.2K. The stake represents 0.03% of the portfolio and ranks #151 among its holdings.

48 funds tracked by Wall St. Rank hold TNGY as of Q3 2026.

Next Level Wealth Planning held 6,060 shares of Tortoise Energy ETF worth $64.2K as of Q3 2026.
Tortoise Energy ETF was a new Next Level Wealth Planning position in Q3 2026.
Tortoise Energy ETF made up 0.03% of Next Level Wealth Planning's portfolio in Q3 2026, its #151 holding.
48 funds tracked by Wall St. Rank held Tortoise Energy ETF as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.