Arvest Investments’s Tortoise North American Pipeline ETF TPYP Stock Holding History

Arvest Investments’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
2026 Q1	$14.6M	Sell	344,037 -22,680	-6%	-$896K	1.99%	14
2025 Q4	$12.9M	Sell	366,717 -57,025	-13%	-$2.01M	1.82%	14
2025 Q3	$15.4M	Buy	423,742 +9,374	+2%	+$332K	2.22%	12
2025 Q2	$14.8M	Sell	414,368 -7,564	-2%	-$265K	2.23%	12
2025 Q1	$15.3M	Buy	421,932 +8,286	+2%	+$295K	2.42%	11
2024 Q4	$14.1M	Sell	413,646 -17,431	-4%	-$593K	2.25%	12
2024 Q3	$13.5M	Sell	431,077 -237,869	-36%	-$7.22M	2.04%	13
2024 Q2	$19.3M	Sell	668,946 -30,795	-4%	-$865K	3.09%	8
2024 Q1	$19.6M	Buy	699,741 +630	+0.1%	+$16.6K	3.1%	8
2023 Q4	$18.1M	Buy	+699,111	New	+$17.7M	2.95%	8

Other funds holding TPYP

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

Arvest Bank Trust Division Dewey, Oklahoma $1.84B AUM 20.84% 1-Year Est. Return

Bank of America

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

Traphagen Investment Advisors Oradell, New Jersey $1.23B AUM 15.63% 1-Year Est. Return

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

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

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

Carson Wealth (CWM LLC)

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Parkside Financial Bank & Trust Saint Louis, Missouri $1.31B AUM 19.14% 1-Year Est. Return