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Tortoise Capital Series Trus shares owned by Mount Yale Investment Advisors

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

Historical chart of Mount Yale Investment 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 Mount Yale Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Tortoise Capital Series Trus by Mount Yale Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $611k 67k 9.16
2025-09-30 $355k 39k 9.07

More positions owned by Mount Yale Investment Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Gold Tr Gold Shs (GLD)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Enterprise Products Partners (EPD)
Exxon Mobil Corporation (XOM)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core Msci Eafe (IEFA)
Comcast Corp Cl A (CMCSA)
Broadcom (AVGO)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Index Fds Mid Cap Etf (VO)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Mount Yale Investment 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