SWP
TNGY

Stratos Wealth Partners’s Tortoise Energy ETF TNGY Stock Holding History

Stratos Wealth Partners’s Portfolio TNGY Stock Details TNGY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-17,242
Closed -$156K – 1705
2025
Q4 		$156K Buy
+17,242
New +$157K ﹤0.01% 1533

Other funds holding TNGY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EWA
Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return
PFBT
Parkside Financial Bank & Trust Saint Louis, Missouri $1.31B AUM 19.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stratos Wealth Partners's TNGY Position: Q1 2026 in Review

Stratos Wealth Partners sold out of Tortoise Energy ETF (TNGY) in Q1 2026, closing a stake of 17,242 shares — an estimated $156K sold.

Stratos Wealth Partners first reported a position in TNGY in Q4 2025 and held it in 1 quarter. The position peaked at $156K in Q4 2025. 88 funds tracked by Wall St. Rank hold TNGY as of Q1 2026.

  • Stratos Wealth Partners reported no remaining Tortoise Energy ETF position as of Q1 2026 after selling out during the quarter.
  • Stratos Wealth Partners sold 17,242 Tortoise Energy ETF shares in Q1 2026, an estimated $156K.
  • Stratos Wealth Partners first reported a position in Tortoise Energy ETF in Q4 2025 and held it in 1 quarter.
  • Stratos Wealth Partners's Tortoise Energy ETF position peaked at $156K in Q4 2025.
  • 88 funds tracked by Wall St. Rank held Tortoise Energy ETF as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.