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Tortoise Energy Infrastructure closed end funds shares owned by Holos Integrated Wealth

Quarter-by-quarter ownership of Tortoise Energy Infrastructure closed end funds (TYG) shares owned by Holos Integrated Wealth from 13F filings

Historical chart of Holos Integrated Wealth investment in Tortoise Energy Infrastructure closed end funds

Tip: Access up to 7 years of quarterly data

All positions including Tortoise Energy Infrastructure closed end funds held by Holos Integrated Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Tortoise Energy Infrastructure closed end funds by Holos Integrated Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $21k 443 47.70

More positions owned by Holos Integrated Wealth

First Trust Laddered Buffer ETF Etf (BUFR)
Innovator Laddered Allocation Power Buffer Etf (BUFF)
Legacy Ed Stock (LGCY)
Fidelity Total Bond Etf (FBND)
Fidelity Limited Term Bond Etf (FLTB)
Vanguard Multi-Sector Income Bond ETF Etf (VGMS)
Vanguard High Yield ETF Etf (VGHY)
Schwab US Dividend Equity Etf (SCHD)
Fidelity Enhanced Small Cap Etf (FESM)
Vanguard Mid Cap Etf (VO)
Xtrackers MSCI EAFE Hedged Equity Etf (DBEF)
Innovator Defined Wealth Shield Etf (BALT)
Ishares Russell Top 200 Etf (IWL)
Innovator NASDAQ 100 Managed Floor Etf (QFLR)
SPDR Russell 1000 Yield Focus Etf (ONEY)

View all positions for Holos Integrated Wealth

Top funds holding Tortoise Energy Infrastructure closed end funds

Advisors Asset Management
Raymond James Financial
Wells Fargo & Company
Bard Associates
Penserra Capital Management
Eagle Bluffs Wealth Management
Allspring Global Investments Holdings
Sit Investment Associates
Arete Wealth Advisors
Guggenheim Capital, LLC Managers
LPL Financial
American Financial Group
Meixler Investment Management
Janney Montgomery Scott
Camden Capital

View all funds holding Tortoise Energy Infrastructure closed end funds