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Tortoise Capital Series Trus shares owned by Canvas Wealth Advisors

Quarter-by-quarter ownership of Tortoise Capital Series Trus (TNGY) shares owned by Canvas Wealth Advisors from 13F filings

Historical chart of Canvas Wealth Advisors investment in Tortoise Capital Series Trus

Tip: Access up to 7 years of quarterly data

All positions including Tortoise Capital Series Trus held by Canvas Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Tortoise Capital Series Trus by Canvas Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $128k 14k 9.20
2025-06-30 $126k 14k 9.05

More positions owned by Canvas Wealth Advisors

Microsoft Corporation (MSFT)
Custom Truck One Source Com Cl A (CTOS)
Alphabet Cap Stk Cl A (GOOGL)
Apple (AAPL)
Ishares Tr Core S&p Ttl Stk (ITOT)
NVIDIA Corporation (NVDA)
Palantir Technologies Cl A (PLTR)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Uber Technologies (UBER)
Tesla Motors (TSLA)
Ishares Tr Core S&p Us Gwt (IUSG)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for Canvas Wealth Advisors

Top funds holding Tortoise Capital Series Trus

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

View all funds holding Tortoise Capital Series Trus