Stratos Wealth Partners »

Tortoise Capital Series Trus shares owned by Stratos Wealth Partners

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

Historical chart of Stratos Wealth Partners investment in Tortoise Capital Series Trus

Tip: Access up to 7 years of quarterly data

All positions including Tortoise Capital Series Trus held by Stratos Wealth Partners 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 Stratos Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $156k 17k 9.04

More positions owned by Stratos Wealth Partners

Apple (AAPL)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Msci Intl (IDEV)
Spdr Series Trust State Street Spd (SPYM)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Stratos Wealth Partners

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