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Ball & Co Wealth Management’s Tortoise North American Pipeline ETF TPYP Stock Holding History

Ball & Co Wealth Management’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
Q2 		– Sell
-2,777
Closed -$117K – 85
2026
Q1 		$117K Buy
+2,777
New +$110K 0.1% 24

Other funds holding TPYP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ABTD
Arvest Bank Trust Division Dewey, Oklahoma $2.05B AUM 30.62% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return
KMWM
Keudell/Morrison Wealth Management Salem, Oregon $529M AUM
AI
Arvest Investments Lowell, Arkansas $827M AUM 21.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ball & Co Wealth Management's TPYP Position: Q2 2026 in Review

Ball & Co Wealth Management sold out of Tortoise North American Pipeline ETF (TPYP) in Q2 2026, closing a stake of 2,777 shares — an estimated $117K sold.

Ball & Co Wealth Management first reported a position in TPYP in Q1 2026 and held it in 1 quarter. The position peaked at $117K in Q1 2026. 144 funds tracked by Wall St. Rank hold TPYP as of Q2 2026.

  • Ball & Co Wealth Management reported no remaining Tortoise North American Pipeline ETF position as of Q2 2026 after selling out during the quarter.
  • Ball & Co Wealth Management sold 2,777 Tortoise North American Pipeline ETF shares in Q2 2026, an estimated $117K.
  • Ball & Co Wealth Management first reported a position in Tortoise North American Pipeline ETF in Q1 2026 and held it in 1 quarter.
  • Ball & Co Wealth Management's Tortoise North American Pipeline ETF position peaked at $117K in Q1 2026.
  • 144 funds tracked by Wall St. Rank held Tortoise North American Pipeline ETF as of Q2 2026.

Based on Ball & Co Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.