Atwood & Palmer’s Tortoise North American Pipeline ETF TPYP Stock Holding History

Atwood & Palmer’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 Q3	$27.1M	Buy	679,046 +8,713	+1%	+$372K	1.39%	32
2026 Q2	$28.1M	Buy	670,333 +3,192	+0.5%	+$135K	1.5%	30
2026 Q1	$28.3M	Buy	667,141 +2,491	+0.4%	+$98.4K	1.59%	28
2025 Q4	$23.5M	Buy	664,650 +3,860	+0.6%	+$136K	1.33%	32
2025 Q3	$24.1M	Buy	660,790 +1,569	+0.2%	+$55.6K	1.41%	31
2025 Q2	$23.6M	Buy	659,221 +2,225	+0.3%	+$78K	1.47%	28
2025 Q1	$23.9M	Sell	656,996 -316	-0%	-$11.3K	1.66%	28
2024 Q4	$22.4M	Buy	657,312 +14,467	+2%	+$492K	1.54%	30
2024 Q3	$20.2M	Buy	642,845 +7,989	+1%	+$242K	1.37%	35
2024 Q2	$18.3M	Buy	634,856 +6,000	+1%	+$169K	1.39%	36
2024 Q1	$17.6M	Buy	628,856 +21,483	+4%	+$567K	1.33%	36
2023 Q4	$15.8M	Buy	607,373 +1,350	+0.2%	+$34.2K	1.27%	37
2023 Q3	$14.8M	Buy	606,023 +1,665	+0.3%	+$41.8K	1.3%	37
2023 Q2	$14.9M	Buy	604,358 +6,395	+1%	+$156K	1.33%	32
2023 Q1	$14.5M	Buy	597,963 +4,013	+0.7%	+$100K	1.37%	29
2022 Q4	$14.7M	Buy	593,950 +14,272	+2%	+$357K	1.33%	29
2022 Q3	$13.4M	Sell	579,678 -585	-0.1%	-$14.9K	1.33%	28
2022 Q2	$14.1M	Sell	580,263 -8,962	-2%	-$236K	1.37%	32
2022 Q1	$15.6M	Buy	589,225 +14,565	+3%	+$356K	1.35%	34
2021 Q4	$12.8M	Buy	574,660 +32,203	+6%	+$731K	1.07%	36
2021 Q3	$11.8M	Buy	542,457 +9,588	+2%	+$210K	1.06%	37
2021 Q2	$12M	Buy	532,869 +11,818	+2%	+$260K	1.08%	37
2021 Q1	$10.6M	Buy	521,051 +5,333	+1%	+$103K	1.02%	37
2020 Q4	$8.93M	Buy	515,718 +31,800	+7%	+$533K	0.96%	37
2020 Q3	$7.25M	Buy	483,918 +2,259	+0.5%	+$37.4K	0.91%	38
2020 Q2	$7.96M	Sell	481,659 -9,167	-2%	-$150K	1.08%	36
2020 Q1	$6.66M	Buy	+490,826	New	+$10M	1.05%	37

Other funds holding TPYP

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return

Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $2.21B AUM 20.98% 1-Year Est. Return

KMWM

Keudell/Morrison Wealth Management Salem, Oregon $562M AUM 21.01% 1-Year Est. Return

Arvest Investments Lowell, Arkansas $835M AUM 13.48% 1-Year Est. Return

Parkside Financial Bank & Trust Saint Louis, Missouri $1.51B AUM 17.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Busey Bank Urbana, Illinois $4.17B AUM 25.7% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

Atwood & Palmer's TPYP Position: Q3 2026 in Review

Atwood & Palmer increased its Tortoise North American Pipeline ETF (TPYP) stake by 1.3% in Q3 2026, buying an estimated $372K and bringing the position to 679,046 shares worth $27.1M. The position accounts for 1.39% of the portfolio, ranked #32.

Atwood & Palmer first reported a position in TPYP in Q1 2020 and has held it in 27 quarters since. The position peaked at $28.3M in Q1 2026. 127 funds tracked by Wall St. Rank hold TPYP as of Q3 2026.

Atwood & Palmer held 679,046 shares of Tortoise North American Pipeline ETF worth $27.1M as of Q3 2026.
Atwood & Palmer bought 8,713 Tortoise North American Pipeline ETF shares in Q3 2026, an estimated $372K.
Tortoise North American Pipeline ETF made up 1.39% of Atwood & Palmer's portfolio in Q3 2026, its #32 holding.
Atwood & Palmer first reported a position in Tortoise North American Pipeline ETF in Q1 2020 and has held it in 27 quarters since.
Atwood & Palmer's Tortoise North American Pipeline ETF position peaked at $28.3M in Q1 2026.
127 funds tracked by Wall St. Rank held Tortoise North American Pipeline ETF as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.