Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services’s Tortoise Energy Infrastructure Corp TYG Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio TYG Stock Details TYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.92M	Buy	67,256 +20,961	+45%	+$963K	﹤0.01%	1339
2026 Q1	$2.15M	Sell	46,295 -120,783	-72%	-$5.65M	﹤0.01%	1356
2025 Q4	$6.91M	Buy	167,078 +27,300	+20%	+$1.17M	0.01%	862
2025 Q3	$6.08M	Buy	139,778 +31,790	+29%	+$1.36M	0.01%	855
2025 Q2	$4.7M	Buy	107,988 +2,554	+2%	+$103K	0.01%	924
2025 Q1	$4.54M	Buy	105,434 +1,634	+2%	+$72.3K	0.01%	874
2024 Q4	$4.36M	Buy	103,800 +27,233	+36%	+$1.15M	0.01%	849
2024 Q3	$3.01M	Buy	76,567 +65,695	+604%	+$2.37M	0.01%	893
2024 Q2	$379K	Buy	10,872 +3,561	+49%	+$116K	﹤0.01%	1818
2024 Q1	$226K	Buy	+7,311	New	+$214K	﹤0.01%	2113

Other funds holding TYG

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return

First National Bank of Mount Dora Mount Dora, Florida $499M AUM 22.75% 1-Year Est. Return

Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return

Noble Wealth Management PBC Greenwood Village, Colorado $219M AUM 16.47% 1-Year Est. Return