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TPZTPZ
3 quarters

Position history for FWFocus Partners Wealth's holdings in TORTOISE CAPITAL SERIES TRUS

Focus Partners Wealth holds 237,222 shares of TPZ (TORTOISE CAPITAL SERIES TRUS), worth $5.2M as of 2026-Q2. The position was decreased (-18.9% shares). TPZ represents 0.0% of Focus Partners Wealth's portfolio.

Current Value

$5.2M

Current Shares

237,222

Total Value Change

-$1M

Total Shares Change

-68,503

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
237,222
-18.9%
$5.2M0.0%$21.87
0
2026-Q1
Decreased
292,440
-4.3%
$6.4M0.0%$22.61
0
2025-Q4
New
305,725
-
$6.2M0.0%$20.52
38

Other major holders of TPZ: NorthCoast Asset Management LLC, JANE STREET GROUP, LLC

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