VWA
TNGY

Visionary Wealth Advisors’s Tortoise Energy ETF TNGY Stock Holding History

Visionary Wealth Advisors’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
Q2 		$324K Sell
33,369
-7,903
-19% -$79.9K 0.01% 524
2026
Q1 		$430K Sell
41,272
-6,455
-14% -$63.3K 0.02% 432
2025
Q4 		$431K Sell
47,727
-46,351
-49% -$422K 0.02% 419
2025
Q3 		$853K Sell
94,078
-1,879
-2% -$17K 0.04% 301
2025
Q2 		$880K Buy
+95,957
New +$876K 0.05% 289

Other funds holding TNGY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Visionary Wealth Advisors's TNGY Position: Q2 2026 in Review

Visionary Wealth Advisors reduced its Tortoise Energy ETF (TNGY) stake by 19% in Q2 2026, selling an estimated $79.9K and leaving 33,369 shares worth $324K. The position accounts for 0.01% of the portfolio, ranked #524.

Visionary Wealth Advisors first reported a position in TNGY in Q2 2025 and has held it in 5 quarters since. The position peaked at $880K in Q2 2025. 90 funds tracked by Wall St. Rank hold TNGY as of Q2 2026.

  • Visionary Wealth Advisors held 33,369 shares of Tortoise Energy ETF worth $324K as of Q2 2026.
  • Visionary Wealth Advisors sold 7,903 Tortoise Energy ETF shares in Q2 2026, an estimated $79.9K.
  • Tortoise Energy ETF made up 0.01% of Visionary Wealth Advisors's portfolio in Q2 2026, its #524 holding.
  • Visionary Wealth Advisors first reported a position in Tortoise Energy ETF in Q2 2025 and has held it in 5 quarters since.
  • Visionary Wealth Advisors's Tortoise Energy ETF position peaked at $880K in Q2 2025.
  • 90 funds tracked by Wall St. Rank held Tortoise Energy ETF as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.