Advisor Group Holdings »

Tortoise Capital Series Trus shares owned by Advisor Group Holdings

Quarter-by-quarter ownership of Tortoise Capital Series Trus (TNGY) shares owned by Advisor Group Holdings from 13F filings

Historical chart of Advisor Group Holdings investment in Tortoise Capital Series Trus

Tip: Access up to 7 years of quarterly data

All positions including Tortoise Capital Series Trus held by Advisor Group Holdings consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Tortoise Capital Series Trus by Advisor Group Holdings

Quarter filed Position value Share count Share price at filing
2025-12-31 $817k 90k 9.04
2025-09-30 $707k 78k 9.07
2025-06-30 $704k 77k 9.17

More positions owned by Advisor Group Holdings

Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust State Street Spd (SPYM)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Alphabet Cap Stk Cl A (GOOGL)
Select Sector Spdr Tr State Street Tec (XLK)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Advisor Group Holdings

Top funds holding Tortoise Capital Series Trus

Envestnet Asset Management
D.A. Davidson & Co.
Raymond James Financial
UBS Group
Baird Financial
Burns Wealth Management
Parkside Financial Bank & Trust
Warren Averett Asset Management
Royal Bank of Canada
Captrust Financial Advisors
Northern Trust
Wealth Enhancement Advisory Services
Ignite Planners
Lee Financial
LPL Financial

View all funds holding Tortoise Capital Series Trus