SIC
TPZ

Salem Investment Counselors’s Tortoise Electrification Infrastructure ETF TPZ Stock Holding History

Salem Investment Counselors’s Portfolio TPZ Stock Details TPZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1,200
Closed -$15.4K – 1194
2023
Q1 		$15.4K Buy
+1,200
New +$15.8K ﹤0.01% 737

Other funds holding TPZ

RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Salem Investment Counselors's TPZ Position: Q2 2023 in Review

Salem Investment Counselors sold out of Tortoise Electrification Infrastructure ETF (TPZ) in Q2 2023, closing a stake of 1,200 shares — an estimated $15.4K sold.

Salem Investment Counselors first reported a position in TPZ in Q1 2023 and held it in 1 quarter. The position peaked at $15.4K in Q1 2023. 37 funds tracked by Wall St. Rank hold TPZ as of Q2 2023.

  • Salem Investment Counselors reported no remaining Tortoise Electrification Infrastructure ETF position as of Q2 2023 after selling out during the quarter.
  • Salem Investment Counselors sold 1,200 Tortoise Electrification Infrastructure ETF shares in Q2 2023, an estimated $15.4K.
  • Salem Investment Counselors first reported a position in Tortoise Electrification Infrastructure ETF in Q1 2023 and held it in 1 quarter.
  • Salem Investment Counselors's Tortoise Electrification Infrastructure ETF position peaked at $15.4K in Q1 2023.
  • 37 funds tracked by Wall St. Rank held Tortoise Electrification Infrastructure ETF as of Q2 2023.

Based on Salem Investment Counselors's 13F filing for Q2 2023, filed 19 Jul 2023.