Arete Wealth Advisors’s Tortoise North American Pipeline ETF TPYP Stock Holding History

Arete Wealth Advisors’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
2022 Q3	–	Sell	-13,449	Closed	-$326K	–	622
2022 Q2	$326K	Buy	+13,449	New	+$355K	0.03%	318

Other funds holding TPYP

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

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

MFG

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Arete Wealth Advisors's TPYP Position: Q3 2022 in Review

Arete Wealth Advisors sold out of Tortoise North American Pipeline ETF (TPYP) in Q3 2022, closing a stake of 13,449 shares — an estimated $326K sold.

Arete Wealth Advisors first reported a position in TPYP in Q2 2022 and held it in 1 quarter. The position peaked at $326K in Q2 2022. 87 funds tracked by Wall St. Rank hold TPYP as of Q3 2022.

Arete Wealth Advisors reported no remaining Tortoise North American Pipeline ETF position as of Q3 2022 after selling out during the quarter.
Arete Wealth Advisors sold 13,449 Tortoise North American Pipeline ETF shares in Q3 2022, an estimated $326K.
Arete Wealth Advisors first reported a position in Tortoise North American Pipeline ETF in Q2 2022 and held it in 1 quarter.
Arete Wealth Advisors's Tortoise North American Pipeline ETF position peaked at $326K in Q2 2022.
87 funds tracked by Wall St. Rank held Tortoise North American Pipeline ETF as of Q3 2022.

Based on Arete Wealth Advisors's 13F filing for Q3 2022, filed 7 Nov 2022.