SA
TPZ

Sanctuary Advisors’s Tortoise Electrification Infrastructure ETF TPZ Stock Holding History

Sanctuary Advisors’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
2025
Q1 		– Sell
-46,133
Closed -$982K – 2444
2024
Q4 		$982K Buy
46,133
+7,480
+19% +$146K 0.01% 1273
2024
Q3 		$808K Buy
38,653
+21,589
+127% +$373K 0.01% 1382
2024
Q2 		$258K Buy
+17,064
New +$263K ﹤0.01% 2034

Other funds holding TPZ

Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UPS
UHLMANN PRICE SECURITIES Skokie, Illinois $1.49B AUM 39.35% 1-Year Est. Return

Sanctuary Advisors's TPZ Position: Q1 2025 in Review

Sanctuary Advisors sold out of Tortoise Electrification Infrastructure ETF (TPZ) in Q1 2025, closing a stake of 46,133 shares — an estimated $982K sold.

Sanctuary Advisors first reported a position in TPZ in Q2 2024 and held it in 3 quarters. The position peaked at $982K in Q4 2024. 40 funds tracked by Wall St. Rank hold TPZ as of Q1 2025.

  • Sanctuary Advisors reported no remaining Tortoise Electrification Infrastructure ETF position as of Q1 2025 after selling out during the quarter.
  • Sanctuary Advisors sold 46,133 Tortoise Electrification Infrastructure ETF shares in Q1 2025, an estimated $982K.
  • Sanctuary Advisors first reported a position in Tortoise Electrification Infrastructure ETF in Q2 2024 and held it in 3 quarters.
  • Sanctuary Advisors's Tortoise Electrification Infrastructure ETF position peaked at $982K in Q4 2024.
  • 40 funds tracked by Wall St. Rank held Tortoise Electrification Infrastructure ETF as of Q1 2025.

Based on Sanctuary Advisors's 13F filing for Q1 2025, filed 6 Jan 2026.