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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
2025-09-30 $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 Corporation (MSFT)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Quanta Services (PWR)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core Us Aggbd Et (AGG)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Pimco Etf Tr Multisector Bd (PYLD)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
J P Morgan Exchange Traded F Income Etf (JPIE)
Ishares Tr Rus 1000 Grw Etf (IWF)
Cisco Systems (CSCO)
Home Depot (HD)

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
Kovitz Investment Group Partners
Ameriprise Financial
Parkside Financial Bank & Trust
Burns Wealth Management
Captrust Financial Advisors
Warren Averett Asset Management
Royal Bank of Canada
Northern Trust
Wealth Enhancement Advisory Services
Lee Financial

View all funds holding Tortoise Capital Series Trus