IHT Wealth Management »

Tortoise Capital Series Trus shares owned by IHT Wealth Management

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

Historical chart of IHT 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 IHT Wealth Management 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 IHT Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $209k 23k 9.07
2025-06-30 $211k 23k 9.17

More positions owned by IHT Wealth Management

Apple (AAPL)
Wisdomtree Floating Floatng Rat Trea (USFR)
NVIDIA Corporation (NVDA)
Tesla Motors (TSLA)
Invesco Qqq Unit Ser 1 (QQQ)
Spdr Portfolio Prtflo S&p500 Vl (SPYV)
Ishares Core Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Spdr Portfolio Portfolio S&p500 (SPLG)
Spdr Portfolio Prtflo S&p500 Gw (SPYG)
First Trust Ft Vest Fd Of Bu (BUFR)
Amazon (AMZN)
ISHARES 20 Plus 20 Yr Tr Bd Etf (TLT)
Ishares Msci Msci Usa Qlt Fct (QUAL)
Invesco Nasdaq Nasdaq 100 Etf (QQQM)

View all positions for IHT 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