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XML Financial, LLC → TYG

XML Financial, LLC TYG Position History

Tortoise Energy Infrastructure Corporation • Energy

Quarters held
7
Latest value
$1.7M
Q3 2026
Peak value
$1.9M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$1.7M
Q4 2025$233K
Q1 2026$1.9M
Q1 2026$284K
Q2 2026$1.8M
Q2 2026$250K
Q3 2026$1.7M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.7M41.9K——
Q2 2026$250K5.8K——
Q2 2026$1.8M42.2K——
Q1 2026$284K5.7K——
Q1 2026$1.9M45.6K——
Q4 2025$233K5.7K——
Q4 2025$1.7M47.2K——

Other funds holding TYG

Other XML Financial, LLC positions

SCHW-PJ

SCHWAB STRATEGIC TR

$61.8M
SCHW-PJ

SCHWAB STRATEGIC TR

$57M
SCHW-PJ

SCHWAB STRATEGIC TR

$49M
SCHW-PJ

SCHWAB STRATEGIC TR

$47.5M
ETHA

ISHARES TR

$44.4M
ETHA

ISHARES TR

$44.4M
SCHW-PJ

SCHWAB STRATEGIC TR

$43.6M
SCHW-PJ

SCHWAB STRATEGIC TR

$42.6M
XML Financial, LLC TYG Holdings: 13F Position History | Track13F