Wealth Enhancement Advisory Services
TNGY

Wealth Enhancement Advisory Services’s Tortoise Energy ETF TNGY Stock Holding History

Wealth Enhancement Advisory Services’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 		$863K Buy
86,265
+46,898
+119% +$474K ﹤0.01% 2187
2026
Q1 		$401K Sell
39,367
-220,424
-85% -$2.16M ﹤0.01% 2504
2025
Q4 		$2.33M Buy
259,791
+938
+0.4% +$8.54K ﹤0.01% 1432
2025
Q3 		$2.38M Buy
258,853
+11,842
+5% +$107K ﹤0.01% 1341
2025
Q2 		$2.23M Buy
+247,011
New +$2.26M ﹤0.01% 1304

Other funds holding TNGY

IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
CWA
Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return

Wealth Enhancement Advisory Services's TNGY Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Tortoise Energy ETF (TNGY) stake by 119% in Q2 2026, buying an estimated $474K and bringing the position to 86,265 shares worth $863K. The position accounts for ﹤0.01% of the portfolio, ranked #2187.

Wealth Enhancement Advisory Services first reported a position in TNGY in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.38M in Q3 2025. 6 funds tracked by Wall St. Rank hold TNGY as of Q2 2026.

  • Wealth Enhancement Advisory Services held 86,265 shares of Tortoise Energy ETF worth $863K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 46,898 Tortoise Energy ETF shares in Q2 2026, an estimated $474K.
  • Tortoise Energy ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2187 holding.
  • Wealth Enhancement Advisory Services first reported a position in Tortoise Energy ETF in Q2 2025 and has held it in 5 quarters since.
  • Wealth Enhancement Advisory Services's Tortoise Energy ETF position peaked at $2.38M in Q3 2025.
  • 6 funds tracked by Wall St. Rank held Tortoise Energy ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.