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Tortoise Capital Series Trus shares owned by Tulsa Wealth Advisors

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

Historical chart of Tulsa Wealth 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 Tulsa Wealth 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 Tulsa Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $117k 11k 10.43

More positions owned by Tulsa Wealth Advisors

Invesco S&p 500 Quality Etf S&p500 Quality (SPHQ)
Ishares Tr Core S&p Ttl Stk Core S&p Ttl Stk (ITOT)
Ishares U.s. Equity Factor Rotation Acti Ishares Us Equit (DYNF)
Avantis Us Large Cap Value Etf Us Large Cap Vlu (AVLV)
Invesco S&p 500 Top 50 Etf S&p 500 Top 50 (XLG)
Vanguard Growth Etf Growth Etf (VUG)
Ishares Tr 7-10 Yr Trsy Bd 7-10 Yr Trsy Bd (IEF)
Ishares Tr Hdg Msci Eafe Hdg Msci Eafe (HEFA)
Broadcom (AVGO)
Apple (AAPL)
State Street Spdr S&p 500 Etf Trust Tr Unit (SPY)
JPMorgan Chase & Co. (JPM)
Wal-Mart Stores (WMT)
Microsoft Corporation (MSFT)
Eaton Corporation SHS (ETN)

View all positions for Tulsa Wealth Advisors

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