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TPZTPZ
7 quarters

Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in TORTOISE CAPITAL SERIES TRUS

Steward Partners Investment Advisory, LLC holds 2,089 shares of TPZ (TORTOISE CAPITAL SERIES TRUS), worth $45,686 as of 2026-Q2. The position was increased (+576.0% shares). TPZ represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$45,686

Current Shares

2,089

Total Value Change

+$27,226

Total Shares Change

+1,169

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
2,089
+576.0%
$45,6860.0%$21.87
33
2026-Q1
Unchanged
309
0.0%
$6,7610.0%$22.61
0
2025-Q4
Decreased
309
-4.9%
$6,2970.0%$20.52
0
2025-Q3
New
325
-
$6,8280.0%$20.80
24
2025-Q2
Exited
0
-100.0%
$00.0%$19.97
0
2025-Q1
Decreased
325
-64.7%
$6,7110.0%$20.06
0
2024-Q4
New
920
-
$18,4600.0%$19.27
26

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

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