Accel Wealth Management’s Tortoise North American Pipeline ETF TPYP Stock Holding History

Accel Wealth Management’s Portfolio TPYP Stock Details TPYP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-210	Closed	-$5.11K	–	801
2023 Q1	$5.11K	Hold	210	–	–	﹤0.01%	1005
2022 Q4	$5.18K	Hold	210	–	–	﹤0.01%	805
2022 Q3	$5K	Hold	210	–	–	﹤0.01%	850
2022 Q2	$5K	Hold	210	–	–	﹤0.01%	815
2022 Q1	$6K	Hold	210	–	–	﹤0.01%	791
2021 Q4	$5K	Hold	210	–	–	﹤0.01%	822
2021 Q3	$5K	Hold	210	–	–	﹤0.01%	747
2021 Q2	$5K	Hold	210	–	–	﹤0.01%	805
2021 Q1	$4K	Hold	210	–	–	﹤0.01%	788
2020 Q4	$4K	Buy	+210	New	+$3.52K	﹤0.01%	743

Other funds holding TPYP

Arvest Trust Bartlesville, Oklahoma $1.68B AUM 14.24% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Busey Bank Urbana, Illinois $3.68B AUM 26.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Accel Wealth Management's TPYP Position: Q2 2023 in Review

Accel Wealth Management sold out of Tortoise North American Pipeline ETF (TPYP) in Q2 2023, closing a stake of 210 shares — an estimated $5.11K sold.

Accel Wealth Management first reported a position in TPYP in Q4 2020 and held it in 10 quarters. The position peaked at $6K in Q1 2022. 91 funds tracked by Wall St. Rank hold TPYP as of Q2 2023.

Accel Wealth Management reported no remaining Tortoise North American Pipeline ETF position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 210 Tortoise North American Pipeline ETF shares in Q2 2023, an estimated $5.11K.
Accel Wealth Management first reported a position in Tortoise North American Pipeline ETF in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's Tortoise North American Pipeline ETF position peaked at $6K in Q1 2022.
91 funds tracked by Wall St. Rank held Tortoise North American Pipeline ETF as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.