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
Q2 		– Sell
-9,503
Closed -$208K – 219
2026
Q1 		$208K Buy
+9,503
New +$205K 0.05% 188

Other funds holding TPZ

BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UPS
UHLMANN PRICE SECURITIES Skokie, Illinois $2.68B AUM 149.5% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Twelve Points Wealth Management's TPZ Position: Q2 2026 in Review

Twelve Points Wealth Management sold out of Tortoise Electrification Infrastructure ETF (TPZ) in Q2 2026, closing a stake of 9,503 shares — an estimated $208K sold.

Twelve Points Wealth Management first reported a position in TPZ in Q1 2026 and held it in 1 quarter. The position peaked at $208K in Q1 2026. 35 funds tracked by Wall St. Rank hold TPZ as of Q2 2026.

  • Twelve Points Wealth Management reported no remaining Tortoise Electrification Infrastructure ETF position as of Q2 2026 after selling out during the quarter.
  • Twelve Points Wealth Management sold 9,503 Tortoise Electrification Infrastructure ETF shares in Q2 2026, an estimated $208K.
  • Twelve Points Wealth Management first reported a position in Tortoise Electrification Infrastructure ETF in Q1 2026 and held it in 1 quarter.
  • Twelve Points Wealth Management's Tortoise Electrification Infrastructure ETF position peaked at $208K in Q1 2026.
  • 35 funds tracked by Wall St. Rank held Tortoise Electrification Infrastructure ETF as of Q2 2026.

Based on Twelve Points Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.