Lido Advisors »

Tortoise Capital Series Trus shares owned by Lido Advisors

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

Historical chart of Lido 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 Lido Advisors 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 Lido Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $408k 45k 9.07
2025-09-30 $408k 45k 9.07
2025-06-30 $411k 45k 9.17

More positions owned by Lido Advisors

Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Apple (AAPL)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
NVIDIA Corporation Put Option (NVDA)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Microsoft Corporation (MSFT)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Ishares Tr S&p 500 Grwt Etf (IVW)
Amazon (AMZN)
Ishares Tr S&p 500 Val Etf (IVE)
Invesco Qqq Tr Unit Ser 1 Call Option (QQQ)
Alphabet Cap Stk Cl A Call Option (GOOGL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf Call Option (IVV)
Broadcom Put Option (AVGO)

View all positions for Lido Advisors

Top funds holding Tortoise Capital Series Trus

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

View all funds holding Tortoise Capital Series Trus