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Tortoise Capital Series Trus shares owned by Visionary Wealth Advisors

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

Historical chart of Visionary 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 Visionary 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 Visionary Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $432k 48k 9.04
2025-09-30 $853k 94k 9.07
2025-06-30 $880k 96k 9.17

More positions owned by Visionary Wealth Advisors

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corp Call Call Option (Principal) (MSFT)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Quanta Services (PWR)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Ishares Tr Core Us Aggbd Et (AGG)
Pimco Etf Tr Multisector Bd (PYLD)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
J P Morgan Exchange Traded F Income Etf (JPIE)
Cisco Systems (CSCO)
Ishares Tr Rus 1000 Grw Etf (IWF)
American Centy Etf Tr Intl Eqt Etf (AVDE)

View all positions for Visionary Wealth 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