AWS
TPYP icon

Atria Wealth Solutions’s Tortoise North American Pipeline ETF TPYP Stock Holding History

Atria Wealth Solutions’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 		$625K Hold
17,500
– – 0.01% 824
2025
Q1 		$636K Hold
17,500
– – 0.01% 1081
2024
Q4 		$603K Sell
17,500
-100
-0.6% -$3.4K 0.01% 1168
2024
Q3 		$552K Hold
17,600
– – 0.01% 1201
2024
Q2 		$507K Hold
17,600
– – 0.01% 1230
2024
Q1 		$492K Sell
17,600
-1,100
-6% -$29K 0.01% 1276
2023
Q4 		$491K Hold
18,700
– – 0.01% 1222
2023
Q3 		$457K Hold
18,700
– – 0.01% 1171
2023
Q2 		$461K Buy
18,700
+1,500
+9% +$36.6K 0.01% 1199
2023
Q1 		$418K Buy
+17,200
New +$428K 0.01% 1238

Other funds holding TPYP

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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 $1.23B AUM 15.63% 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 $733M AUM 15.09% 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