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

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

Historical chart of Integrated Wealth Concepts 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 Integrated Wealth Concepts 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 Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2026-03-31 $358k 7.2k 49.85
2025-09-30 $213k 4.9k 43.09
2025-03-31 $242k 5.6k 43.05

More positions owned by Integrated Wealth Concepts

Bny Mellon MF Closed and MF Open (BKLC)
Aptus Collared MF Closed and MF Open (ACIO)
Apple Common Stock (AAPL)
Ishares Core MF Closed and MF Open (IVV)
Nvidia Corp Common Stock (NVDA)
Aptus Defined MF Closed and MF Open (DRSK)
Jpmorgan Betabuilders MF Closed and MF Open (BBIN)
Ishares Msci MF Closed and MF Open (QUAL)
State Street MF Closed and MF Open (SPY)
Microsoft Corp Common Stock (MSFT)
Dimensional Us MF Closed and MF Open (DFAC)
Vanguard S&p MF Closed and MF Open (VOO)
Invesco Qqq MF Closed and MF Open (QQQ)
Aptus Intl MF Closed and MF Open (IDUB)
State Street MF Closed and MF Open (SPYM)

View all positions for Integrated Wealth Concepts

Top funds holding Tortoise Energy Infrastructure closed end funds

Morgan Stanley
Penserra Capital Management
Advisors Asset Management
Royal Bank of Canada
Raymond James Financial
Bard Associates
Eagle Bluffs Wealth Management
Guggenheim Capital, LLC Managers
Arete Wealth Advisors
Wells Fargo & Company
LPL Financial
American Financial Group
Meixler Investment Management
Janney Montgomery Scott
Camden Capital

View all funds holding Tortoise Energy Infrastructure closed end funds