Steward Partners Investment Advisory’s Tortoise Electrification Infrastructure ETF TPZ Stock Holding History

Steward Partners Investment Advisory’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
2026 Q1	$6.76K	Hold	309	–	–	﹤0.01%	3712
2025 Q4	$6.3K	Sell	309 -16	-5%	-$335	﹤0.01%	3616
2025 Q3	$6.83K	Buy	+325	New	+$6.71K	﹤0.01%	3549
2025 Q2	–	Sell	-325	Closed	-$6.71K	–	4242
2025 Q1	$6.71K	Sell	325 -595	-65%	-$12.4K	﹤0.01%	3280
2024 Q4	$18.5K	Hold	920	–	–	﹤0.01%	2837
2024 Q3	$16.7K	Hold	920	–	–	﹤0.01%	2734
2024 Q2	$14.5K	Hold	920	–	–	﹤0.01%	2647
2024 Q1	$14.3K	Hold	920	–	–	﹤0.01%	2660
2023 Q4	$12.9K	Hold	920	–	–	﹤0.01%	2600
2023 Q3	$12.3K	Hold	920	–	–	﹤0.01%	2513
2023 Q2	$12.2K	Hold	920	–	–	﹤0.01%	2508
2023 Q1	$11.8K	Hold	920	–	–	﹤0.01%	2479
2022 Q4	$11.7K	Hold	920	–	–	﹤0.01%	2483
2022 Q3	$11K	Hold	920	–	–	﹤0.01%	2505
2022 Q2	$12K	Hold	920	–	–	﹤0.01%	2465
2022 Q1	$13K	Sell	920 -1,850	-67%	-$26.1K	﹤0.01%	2564
2021 Q4	$38K	Sell	2,770 -1,290	-32%	-$17.3K	﹤0.01%	2038
2021 Q3	$54K	Hold	4,060	–	–	﹤0.01%	1856
2021 Q2	$56K	Buy	4,060 +2,445	+151%	+$31.8K	﹤0.01%	3091
2021 Q1	$19.5K	Buy	+1,615	New	+$19K	﹤0.01%	2497
2018 Q4	–	Sell	-610	Closed	-$12K	–	2040
2018 Q3	$12K	Hold	610	–	–	﹤0.01%	1810
2018 Q2	$11K	Buy	+610	New	+$11.4K	﹤0.01%	1706
2017 Q4	–	Sell	-1,750	Closed	-$37K	–	1950
2017 Q3	$37K	Hold	1,750	–	–	﹤0.01%	773
2017 Q2	$36K	Buy	+1,750	New	+$38.4K	﹤0.01%	706

Other funds holding TPZ

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UPS

UHLMANN PRICE SECURITIES Skokie, Illinois $1.49B AUM 39.35% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Steward Partners Investment Advisory's TPZ Position: Q1 2026 in Review

Steward Partners Investment Advisory held its Tortoise Electrification Infrastructure ETF (TPZ) position steady in Q1 2026 at 309 shares worth $6.76K. The position accounts for ﹤0.01% of the portfolio, ranked #3712.

Steward Partners Investment Advisory first reported a position in TPZ in Q2 2017 and has held it in 24 quarters since. The position peaked at $56K in Q2 2021. 38 funds tracked by Wall St. Rank hold TPZ as of Q1 2026.

Steward Partners Investment Advisory held 309 shares of Tortoise Electrification Infrastructure ETF worth $6.76K as of Q1 2026.
Steward Partners Investment Advisory left its Tortoise Electrification Infrastructure ETF share count unchanged in Q1 2026.
Tortoise Electrification Infrastructure ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3712 holding.
Steward Partners Investment Advisory first reported a position in Tortoise Electrification Infrastructure ETF in Q2 2017 and has held it in 24 quarters since.
Steward Partners Investment Advisory's Tortoise Electrification Infrastructure ETF position peaked at $56K in Q2 2021.
38 funds tracked by Wall St. Rank held Tortoise Electrification Infrastructure ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.