Tucker Asset Management’s Tortoise Energy ETF TNGY Stock Holding History

Tucker Asset Management’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	-1,853	Closed	-$16.8K	–	1095
2025 Q4	$16.8K	Buy	+1,853	New	+$16.9K	﹤0.01%	485

Other funds holding TNGY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 $1.47B AUM 24.26% 1-Year Est. Return

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

Tucker Asset Management's TNGY Position: Q1 2026 in Review

Tucker Asset Management sold out of Tortoise Energy ETF (TNGY) in Q1 2026, closing a stake of 1,853 shares — an estimated $16.8K sold.

Tucker Asset Management first reported a position in TNGY in Q4 2025 and held it in 1 quarter. The position peaked at $16.8K in Q4 2025. 88 funds tracked by Wall St. Rank hold TNGY as of Q1 2026.

Tucker Asset Management reported no remaining Tortoise Energy ETF position as of Q1 2026 after selling out during the quarter.
Tucker Asset Management sold 1,853 Tortoise Energy ETF shares in Q1 2026, an estimated $16.8K.
Tucker Asset Management first reported a position in Tortoise Energy ETF in Q4 2025 and held it in 1 quarter.
Tucker Asset Management's Tortoise Energy ETF position peaked at $16.8K in Q4 2025.
88 funds tracked by Wall St. Rank held Tortoise Energy ETF as of Q1 2026.

Based on Tucker Asset Management's 13F filing for Q1 2026, filed 27 Aug 2026.