Belpointe Asset Management’s Tortoise North American Pipeline ETF TPYP Stock Holding History

Belpointe Asset 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
2023 Q2	–	Sell	-15,547	Closed	-$378K	–	3145
2023 Q1	$378K	Buy	15,547 +1,810	+13%	+$45.1K	0.02%	659
2022 Q4	$339K	Buy	13,737 +6,149	+81%	+$154K	0.02%	681
2022 Q3	$176K	Buy	7,588 +501	+7%	+$12.8K	0.01%	887
2022 Q2	$172K	Buy	7,087 +1,445	+26%	+$38.1K	0.01%	891
2022 Q1	$149K	Buy	5,642 +994	+21%	+$24.3K	0.01%	1038
2021 Q4	$103K	Buy	+4,648	New	+$105K	0.01%	1178

Other funds holding TPYP

Arvest Trust Bartlesville, Oklahoma $1.68B AUM 14.24% 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

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

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

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 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

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

Belpointe Asset Management's TPYP Position: Q2 2023 in Review

Belpointe Asset Management sold out of Tortoise North American Pipeline ETF (TPYP) in Q2 2023, closing a stake of 15,547 shares — an estimated $378K sold.

Belpointe Asset Management first reported a position in TPYP in Q4 2021 and held it in 6 quarters. The position peaked at $378K in Q1 2023. 91 funds tracked by Wall St. Rank hold TPYP as of Q2 2023.

Belpointe Asset Management reported no remaining Tortoise North American Pipeline ETF position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 15,547 Tortoise North American Pipeline ETF shares in Q2 2023, an estimated $378K.
Belpointe Asset Management first reported a position in Tortoise North American Pipeline ETF in Q4 2021 and held it in 6 quarters.
Belpointe Asset Management's Tortoise North American Pipeline ETF position peaked at $378K in Q1 2023.
91 funds tracked by Wall St. Rank held Tortoise North American Pipeline ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.