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Tortoise Capital Series Trus shares owned by Independent Financial Group

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

Historical chart of Independent Financial Group investment in Tortoise Capital Series Trus

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Tortoise Capital Series Trus by Independent Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.4M 131k 10.43
2025-09-30 $1.3M 146k 9.07
2025-06-30 $1.3M 146k 9.17

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View all positions for Independent Financial Group

Top funds holding Tortoise Capital Series Trus

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

View all funds holding Tortoise Capital Series Trus