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Tortoise Capital Series Trus shares owned by Financial Gravity Wealth

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

Historical chart of Financial Gravity Wealth investment in Tortoise Capital Series Trus

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Tortoise Capital Series Trus by Financial Gravity Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $69k 7.5k 9.07

More positions owned by Financial Gravity Wealth

Ishares Tr Uit Exchange Traded (IAGG)
Dbx Etf Tr Uit Exchange Traded (HYLB)
Ishares Tr Uit Exchange Traded (SHYG)
Wisdomtree Tr Uit Exchange Traded (EPS)
Dbx Etf Tr Uit Exchange Traded (HYDW)
Ishares Tr Uit Exchange Traded (STIP)
Spdr Series Trust Uit Exchange Traded (SPIB)
Spdr Series Trust Uit Exchange Traded (SPSM)
Spdr Series Trust Uit Exchange Traded (SPYG)
Spdr Series Trust Uit Exchange Traded (SPMD)
Vanguard Whitehall Fds Uit Exchange Traded (VWOB)
Spdr Index Shs Fds Uit Exchange Traded (SPEM)
Spdr Series Trust Uit Exchange Traded (SPYD)
Spdr Series Trust Uit Exchange Traded (SPBO)
Tesla Common Stock (TSLA)

View all positions for Financial Gravity Wealth

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