UBS Group’s Tortoise MLP ETF TMLP Stock Holding History

UBS Group’s Portfolio TMLP Stock Details TMLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-11	Closed	-$310	–	11611
2026 Q1	$310	Buy	+11	New	+$303	﹤0.01%	9960

Other funds holding TMLP

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

KPP

Kings Path Partners Sugar Land, Texas $376M AUM 19.8% 1-Year Est. Return

CFO

Callan Family Office Radnor, Pennsylvania $5.11B AUM 35.28% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group's TMLP Position: Q2 2026 in Review

UBS Group sold out of Tortoise MLP ETF (TMLP) in Q2 2026, closing a stake of 11 shares — an estimated $310 sold.

UBS Group first reported a position in TMLP in Q1 2026 and held it in 1 quarter. The position peaked at $310 in Q1 2026. 9 funds tracked by Wall St. Rank hold TMLP as of Q2 2026.

UBS Group reported no remaining Tortoise MLP ETF position as of Q2 2026 after selling out during the quarter.
UBS Group sold 11 Tortoise MLP ETF shares in Q2 2026, an estimated $310.
UBS Group first reported a position in Tortoise MLP ETF in Q1 2026 and held it in 1 quarter.
UBS Group's Tortoise MLP ETF position peaked at $310 in Q1 2026.
9 funds tracked by Wall St. Rank held Tortoise MLP ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.