TWP
TPZ

Triad Wealth Partners’s Tortoise Electrification Infrastructure ETF TPZ Stock Holding History

Triad Wealth Partners’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
2024
Q3 		– Sell
-450
Closed -$7.11K – 829
2024
Q2 		$7.11K Buy
+450
New +$6.93K ﹤0.01% 501

Other funds holding TPZ

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BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

Triad Wealth Partners's TPZ Position: Q3 2024 in Review

Triad Wealth Partners sold out of Tortoise Electrification Infrastructure ETF (TPZ) in Q3 2024, closing a stake of 450 shares — an estimated $7.11K sold.

Triad Wealth Partners first reported a position in TPZ in Q2 2024 and held it in 1 quarter. The position peaked at $7.11K in Q2 2024. 38 funds tracked by Wall St. Rank hold TPZ as of Q3 2024.

  • Triad Wealth Partners reported no remaining Tortoise Electrification Infrastructure ETF position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 450 Tortoise Electrification Infrastructure ETF shares in Q3 2024, an estimated $7.11K.
  • Triad Wealth Partners first reported a position in Tortoise Electrification Infrastructure ETF in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Tortoise Electrification Infrastructure ETF position peaked at $7.11K in Q2 2024.
  • 38 funds tracked by Wall St. Rank held Tortoise Electrification Infrastructure ETF as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.