NWM
TNGY

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

Nova 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 		– Sell
-94
Closed -$980 – 621
2026
Q1 		$980 Sell
94
-678
-88% -$6.65K ﹤0.01% 516
2025
Q4 		$6.98K Buy
+772
New +$7.03K ﹤0.01% 390

Other funds holding TNGY

IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
CWA
Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return

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

Nova Wealth Management sold out of Tortoise Energy ETF (TNGY) in Q2 2026, closing a stake of 94 shares — an estimated $980 sold.

Nova Wealth Management first reported a position in TNGY in Q4 2025 and held it in 2 quarters. The position peaked at $6.98K in Q4 2025. 6 funds tracked by Wall St. Rank hold TNGY as of Q2 2026.

  • Nova Wealth Management reported no remaining Tortoise Energy ETF position as of Q2 2026 after selling out during the quarter.
  • Nova Wealth Management sold 94 Tortoise Energy ETF shares in Q2 2026, an estimated $980.
  • Nova Wealth Management first reported a position in Tortoise Energy ETF in Q4 2025 and held it in 2 quarters.
  • Nova Wealth Management's Tortoise Energy ETF position peaked at $6.98K in Q4 2025.
  • 6 funds tracked by Wall St. Rank held Tortoise Energy ETF as of Q2 2026.

Based on Nova Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.