TPWM
TPZ

Twelve Points Wealth Management’s Tortoise Electrification Infrastructure ETF TPZ Stock Holding History

Twelve Points Wealth Management’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 		$208K Buy
+9,503
New +$205K 0.05% 188

Other funds holding TPZ

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Cetera Investment Advisers
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Rockefeller Capital Management
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
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
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Twelve Points Wealth Management's TPZ Position: Q1 2026 in Review

Twelve Points Wealth Management opened a new position in Tortoise Electrification Infrastructure ETF (TPZ) in Q1 2026: 9,503 shares worth $208K. The stake represents 0.05% of the portfolio and ranks #188 among its holdings.

38 funds tracked by Wall St. Rank hold TPZ as of Q1 2026.

  • Twelve Points Wealth Management held 9,503 shares of Tortoise Electrification Infrastructure ETF worth $208K as of Q1 2026.
  • Tortoise Electrification Infrastructure ETF was a new Twelve Points Wealth Management position in Q1 2026.
  • Tortoise Electrification Infrastructure ETF made up 0.05% of Twelve Points Wealth Management's portfolio in Q1 2026, its #188 holding.
  • 38 funds tracked by Wall St. Rank held Tortoise Electrification Infrastructure ETF as of Q1 2026.

Based on Twelve Points Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.