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Tortoise Capital Series Trus shares owned by Drive Wealth Management

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

Historical chart of Drive Wealth Management investment in Tortoise Capital Series Trus

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Tortoise Capital Series Trus by Drive Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $171k 19k 9.07
2025-06-30 $177k 19k 9.17

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Ssga Active Etf Tr Blackstone Senr (SRLN)
Meta Platforms Cl A (META)
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Alphabet Cap Stk Cl A (GOOGL)

View all positions for Drive Wealth Management

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