OBWG
TNGY

Onyx Bridge Wealth Group’s Tortoise Energy ETF TNGY Stock Holding History

Onyx Bridge Wealth Group’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 		$718K Buy
73,937
+107
+0.1% +$1.08K 0.06% 189
2026
Q1 		$770K Buy
73,830
+51
+0.1% +$500 0.08% 167
2025
Q4 		$667K Sell
73,779
-997
-1% -$9.08K 0.07% 184
2025
Q3 		$678K Buy
74,776
+674
+0.9% +$6.09K 0.07% 179
2025
Q2 		$680K Buy
+74,102
New +$677K 0.09% 149

Other funds holding TNGY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
PFBT
Parkside Financial Bank & Trust Saint Louis, Missouri $1.47B AUM 24.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Onyx Bridge Wealth Group's TNGY Position: Q2 2026 in Review

Onyx Bridge Wealth Group increased its Tortoise Energy ETF (TNGY) stake by 0.14% in Q2 2026, buying an estimated $1.08K and bringing the position to 73,937 shares worth $718K. The position accounts for 0.06% of the portfolio, ranked #189.

Onyx Bridge Wealth Group first reported a position in TNGY in Q2 2025 and has held it in 5 quarters since. The position peaked at $770K in Q1 2026. 90 funds tracked by Wall St. Rank hold TNGY as of Q2 2026.

  • Onyx Bridge Wealth Group held 73,937 shares of Tortoise Energy ETF worth $718K as of Q2 2026.
  • Onyx Bridge Wealth Group bought 107 Tortoise Energy ETF shares in Q2 2026, an estimated $1.08K.
  • Tortoise Energy ETF made up 0.06% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #189 holding.
  • Onyx Bridge Wealth Group first reported a position in Tortoise Energy ETF in Q2 2025 and has held it in 5 quarters since.
  • Onyx Bridge Wealth Group's Tortoise Energy ETF position peaked at $770K in Q1 2026.
  • 90 funds tracked by Wall St. Rank held Tortoise Energy ETF as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.