SOA Wealth Advisors’s Tortoise Energy Infrastructure Corp TYG Stock Holding History

SOA Wealth Advisors’s Portfolio TYG Stock Details TYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.02K	Hold	187	–	–	﹤0.01%	639
2026 Q1	$9.32K	Hold	187	–	–	﹤0.01%	601
2025 Q4	$7.65K	Hold	187	–	–	﹤0.01%	627
2025 Q3	$8.06K	Hold	187	–	–	﹤0.01%	631
2025 Q2	$8.21K	Hold	187	–	–	﹤0.01%	617
2025 Q1	$8.05K	Hold	187	–	–	﹤0.01%	583
2024 Q4	$7.85K	Hold	187	–	–	﹤0.01%	575
2024 Q3	$7.34K	Hold	187	–	–	﹤0.01%	568
2024 Q2	$6.52K	Hold	187	–	–	﹤0.01%	580
2024 Q1	$5.78K	Hold	187	–	–	﹤0.01%	598
2023 Q4	$5.38K	Hold	187	–	–	﹤0.01%	591
2023 Q3	$5.4K	Hold	187	–	–	﹤0.01%	608
2023 Q2	$5.43K	Hold	187	–	–	﹤0.01%	614
2023 Q1	$5.5K	Hold	187	–	–	﹤0.01%	610
2022 Q4	$5.94K	Hold	187	–	–	﹤0.01%	597
2022 Q3	$5K	Hold	187	–	–	﹤0.01%	614
2022 Q2	$5K	Hold	187	–	–	﹤0.01%	598
2022 Q1	$6K	Hold	187	–	–	﹤0.01%	673
2021 Q4	$5K	Hold	187	–	–	﹤0.01%	670
2021 Q3	$5K	Hold	187	–	–	﹤0.01%	693
2021 Q2	$5K	Hold	187	–	–	﹤0.01%	679
2021 Q1	$4K	Hold	187	–	–	﹤0.01%	658
2020 Q4	$4K	Buy	+187	New	+$3.4K	﹤0.01%	647

Other funds holding TYG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

AIA

Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Quarry LP New York $1.2B AUM 47.63% 1-Year Est. Return

Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return

SOA Wealth Advisors's TYG Position: Q2 2026 in Review

SOA Wealth Advisors held its Tortoise Energy Infrastructure Corp (TYG) position steady in Q2 2026 at 187 shares worth $8.02K. The position accounts for ﹤0.01% of the portfolio, ranked #639.

SOA Wealth Advisors first reported a position in TYG in Q4 2020 and has held it in 23 quarters since. The position peaked at $9.32K in Q1 2026. 168 funds tracked by Wall St. Rank hold TYG as of Q2 2026.

SOA Wealth Advisors held 187 shares of Tortoise Energy Infrastructure Corp worth $8.02K as of Q2 2026.
SOA Wealth Advisors left its Tortoise Energy Infrastructure Corp share count unchanged in Q2 2026.
Tortoise Energy Infrastructure Corp made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #639 holding.
SOA Wealth Advisors first reported a position in Tortoise Energy Infrastructure Corp in Q4 2020 and has held it in 23 quarters since.
SOA Wealth Advisors's Tortoise Energy Infrastructure Corp position peaked at $9.32K in Q1 2026.
168 funds tracked by Wall St. Rank held Tortoise Energy Infrastructure Corp as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.