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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ABTD

Arvest Bank Trust Division Dewey, Oklahoma $2.05B AUM 30.62% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return

Arvest Investments Lowell, Arkansas $827M AUM 21.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Atria Wealth Solutions's TPYP Position: Q2 2025 in Review

Atria Wealth Solutions held its Tortoise North American Pipeline ETF (TPYP) position steady in Q2 2025 at 17,500 shares worth $625K. The position accounts for 0.01% of the portfolio, ranked #824.

Atria Wealth Solutions first reported a position in TPYP in Q1 2023 and has held it in 10 quarters since. The position peaked at $636K in Q1 2025. 121 funds tracked by Wall St. Rank hold TPYP as of Q2 2025.

Atria Wealth Solutions held 17,500 shares of Tortoise North American Pipeline ETF worth $625K as of Q2 2025.
Atria Wealth Solutions left its Tortoise North American Pipeline ETF share count unchanged in Q2 2025.
Tortoise North American Pipeline ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #824 holding.
Atria Wealth Solutions first reported a position in Tortoise North American Pipeline ETF in Q1 2023 and has held it in 10 quarters since.
Atria Wealth Solutions's Tortoise North American Pipeline ETF position peaked at $636K in Q1 2025.
121 funds tracked by Wall St. Rank held Tortoise North American Pipeline ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.