Breakthru Advisory Services »

Tortoise Power And Energy Infrastructure Fund shares owned by Breakthru Advisory Services

Quarter-by-quarter ownership of Tortoise Power And Energy Infrastructure Fund (TPZ) shares owned by Breakthru Advisory Services from 13F filings

Historical chart of Breakthru Advisory Services investment in Tortoise Power And Energy Infrastructure Fund

Tip: Access up to 7 years of quarterly data

All positions including Tortoise Power And Energy Infrastructure Fund held by Breakthru Advisory Services 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 Power And Energy Infrastructure Fund by Breakthru Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.9M 376k 21.01

More positions owned by Breakthru Advisory Services

Ishares Tr Core S&p500 Etf (IVV)
Northern Lts Fd Tr Ii Essential 40 Sto (ESN)
Select Sector Spdr Tr Indl (XLI)
Exchange Traded Concepts Tru Range Nuclear Re (NUKZ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Tortoise Capital Series Trus Essential Energy (TPZ)
Schwab Strategic Tr High Yield Bd Et (SCYB)
J P Morgan Exchange Traded F Mortgage Backed (JMTG)
Ishares Tr Russell 2000 Etf (IWM)
NVIDIA Corporation (NVDA)
Ishares Tr Msci Eafe Etf (EFA)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Apple (AAPL)
Microsoft Corporation (MSFT)

View all positions for Breakthru Advisory Services

Top funds holding Tortoise Power And Energy Infrastructure Fund

Journey Advisory Group
Breakthru Advisory Services
Kovitz Investment Group Partners
Bard Associates
Commonwealth Equity Services
D.A. Davidson & Co.
Advisors Asset Management
Morgan Stanley
Rockefeller Capital Management
LPL Financial
Jane Street
Cambridge Investment Research Advisors
Uhlmann Price Securities
Gts Securities
Branch Banking & Trust Company

View all funds holding Tortoise Power And Energy Infrastructure Fund