SWM
TYG

Spire Wealth Management’s Tortoise Energy Infrastructure Corp TYG Stock Holding History

Spire Wealth Management’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 		$36.9K Sell
860
-688
-44% -$31.6K ﹤0.01% 1259
2026
Q1 		$77.2K Buy
1,548
+699
+82% +$32.7K ﹤0.01% 1047
2025
Q4 		$34.7K Buy
849
+2
+0.2% +$85 ﹤0.01% 1291
2025
Q3 		$36.5K Buy
847
+51
+6% +$2.19K ﹤0.01% 1332
2025
Q2 		$34.9K Sell
796
-815
-51% -$33K ﹤0.01% 1326
2025
Q1 		$69.4K Buy
1,611
+657
+69% +$29.1K ﹤0.01% 1174
2024
Q4 		$40.1K Sell
954
-139
-13% -$5.87K ﹤0.01% 1363
2024
Q3 		$42.9K Buy
1,093
+657
+151% +$23.7K ﹤0.01% 1179
2024
Q2 		$15.2K Sell
436
-657
-60% -$21.4K ﹤0.01% 1525
2024
Q1 		$33.8K Buy
1,093
+657
+151% +$19.2K ﹤0.01% 1346
2023
Q4 		$12.3K Sell
436
-785
-64% -$22.2K ﹤0.01% 1692
2023
Q3 		$35.3K Hold
1,221
– – ﹤0.01% 1296
2023
Q2 		$35.5K Sell
1,221
-77
-6% -$2.22K ﹤0.01% 1353
2023
Q1 		$38.2K Buy
1,298
+51
+4% +$1.6K ﹤0.01% 1317
2022
Q4 		$40K Sell
1,247
-157
-11% -$5.09K ﹤0.01% 1068
2022
Q3 		$42K Hold
1,404
– – ﹤0.01% 1014
2022
Q2 		$42K Sell
1,404
-830
-37% -$27.2K ﹤0.01% 1368
2022
Q1 		$77K Buy
2,234
+255
+13% +$7.84K ﹤0.01% 1274
2021
Q4 		$55K Sell
1,979
-56
-3% -$1.61K ﹤0.01% 1676
2021
Q3 		$55K Buy
+2,035
New +$54.9K ﹤0.01% 1439

Other funds holding TYG

1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
1IA
1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return
FNBOMD
First National Bank of Mount Dora Mount Dora, Florida $499M AUM 22.75% 1-Year Est. Return
TSMHT
Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return
HIW
Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $219M AUM 16.47% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return