Avestar Capital’s Tortoise North American Pipeline ETF TPYP Stock Holding History

Avestar Capital’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
2022 Q2	–	Sell	-7,598	Closed	-$201K	–	393
2022 Q1	$201K	Buy	+7,598	New	+$186K	0.03%	381
2021 Q3	–	Sell	-177,571	Closed	-$4M	–	508
2021 Q2	$4M	Buy	177,571 +2,746	+2%	+$60.5K	0.54%	53
2021 Q1	$3.73M	Buy	174,825 +160,284	+1,102%	+$3.09M	0.83%	25
2020 Q4	$255K	Buy	14,541 +1,500	+12%	+$25.2K	0.07%	235
2020 Q3	$204K	Sell	13,041 -1,035	-7%	-$17.1K	0.07%	215
2020 Q2	$233K	Sell	14,076 -19,934	-59%	-$326K	0.1%	157
2020 Q1	$462K	Buy	34,010 +22,818	+204%	+$465K	0.25%	94
2019 Q4	$263K	Buy	+11,192	New	+$254K	0.15%	130

Other funds holding TPYP

Busey Bank Urbana, Illinois $3.68B AUM 26.6% 1-Year Est. Return

Arvest Trust Bartlesville, Oklahoma $1.68B AUM 14.24% 1-Year Est. Return

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

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

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

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Avestar Capital's TPYP Position: Q2 2022 in Review

Avestar Capital sold out of Tortoise North American Pipeline ETF (TPYP) in Q2 2022, closing a stake of 7,598 shares — an estimated $201K sold.

Avestar Capital first reported a position in TPYP in Q4 2019 and held it in 8 quarters. The position peaked at $4M in Q2 2021. 86 funds tracked by Wall St. Rank hold TPYP as of Q2 2022.

Avestar Capital reported no remaining Tortoise North American Pipeline ETF position as of Q2 2022 after selling out during the quarter.
Avestar Capital sold 7,598 Tortoise North American Pipeline ETF shares in Q2 2022, an estimated $201K.
Avestar Capital first reported a position in Tortoise North American Pipeline ETF in Q4 2019 and held it in 8 quarters.
Avestar Capital's Tortoise North American Pipeline ETF position peaked at $4M in Q2 2021.
86 funds tracked by Wall St. Rank held Tortoise North American Pipeline ETF as of Q2 2022.

Based on Avestar Capital's 13F filing for Q2 2022, filed 28 Jul 2022.