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Asset Dedication LLC’s Tortoise North American Pipeline ETF TPYP Stock Holding History

Asset Dedication LLC’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
2025
Q2 		– Sell
-218
Closed -$7.93K – 1229
2025
Q1 		$7.93K Buy
+218
New +$7.77K ﹤0.01% 793

Other funds holding TPYP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ABTD
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
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
AI
Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Asset Dedication LLC's TPYP Position: Q2 2025 in Review

Asset Dedication LLC sold out of Tortoise North American Pipeline ETF (TPYP) in Q2 2025, closing a stake of 218 shares — an estimated $7.93K sold.

Asset Dedication LLC first reported a position in TPYP in Q1 2025 and held it in 1 quarter. The position peaked at $7.93K in Q1 2025. 121 funds tracked by Wall St. Rank hold TPYP as of Q2 2025.

  • Asset Dedication LLC reported no remaining Tortoise North American Pipeline ETF position as of Q2 2025 after selling out during the quarter.
  • Asset Dedication LLC sold 218 Tortoise North American Pipeline ETF shares in Q2 2025, an estimated $7.93K.
  • Asset Dedication LLC first reported a position in Tortoise North American Pipeline ETF in Q1 2025 and held it in 1 quarter.
  • Asset Dedication LLC's Tortoise North American Pipeline ETF position peaked at $7.93K in Q1 2025.
  • 121 funds tracked by Wall St. Rank held Tortoise North American Pipeline ETF as of Q2 2025.

Based on Asset Dedication LLC's 13F filing for Q2 2025, filed 19 Aug 2025.