Bollard Group’s Tortoise North American Pipeline ETF TPYP Stock Holding History

Bollard Group’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 Q1	$2.97M	Buy	70,058 +1,197	+2%	+$47.3K	0.09%	76
2025 Q4	$2.43M	Hold	68,861	–	–	0.06%	78
2025 Q3	$2.51M	Buy	+68,861	New	+$2.44M	0.06%	81
2025 Q2	–	Sell	-68,221	Closed	-$2.48M	–	308
2025 Q1	$2.48M	Buy	68,221 +1,335	+2%	+$47.6K	0.07%	79
2024 Q4	$2.28M	Hold	66,886	–	–	0.06%	78
2024 Q3	$2.1M	Buy	66,886 +717	+1%	+$21.8K	0.06%	90
2024 Q2	$1.91M	Buy	66,169 +745	+1%	+$20.9K	0.05%	84
2024 Q1	$1.83M	Buy	65,424 +1,511	+2%	+$39.9K	0.06%	89
2023 Q4	$1.66M	Hold	63,913	–	–	0.06%	91
2023 Q3	$1.56M	Buy	63,913 +772	+1%	+$19.4K	0.06%	91
2023 Q2	$1.56M	Buy	63,141 +861	+1%	+$21K	0.05%	97
2023 Q1	$1.51M	Buy	62,280 +1,534	+3%	+$38.2K	0.05%	96
2022 Q4	$1.5M	Hold	60,746	–	–	0.06%	99
2022 Q3	$1.4M	Buy	60,746 +733	+1%	+$18.7K	0.06%	102
2022 Q2	$1.46M	Buy	60,013 +674	+1%	+$17.8K	0.06%	107
2022 Q1	$1.57M	Buy	59,339 +1,334	+2%	+$32.6K	0.05%	123
2021 Q4	$1.29M	Hold	58,005	–	–	0.04%	126
2021 Q3	$1.26M	Buy	58,005 +759	+1%	+$16.6K	0.04%	122
2021 Q2	$1.29M	Buy	57,246 +672	+1%	+$14.8K	0.04%	118
2021 Q1	$1.15M	Buy	+56,574	New	+$1.09M	0.04%	118

Other funds holding TPYP

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

ABTD

Arvest Bank Trust Division Dewey, Oklahoma $1.84B AUM 20.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

Arvest Investments Rogers, Arkansas $733M AUM 15.09% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bollard Group's TPYP Position: Q1 2026 in Review

Bollard Group increased its Tortoise North American Pipeline ETF (TPYP) stake by 1.7% in Q1 2026, buying an estimated $47.3K and bringing the position to 70,058 shares worth $2.97M. The position accounts for 0.09% of the portfolio, ranked #76.

Bollard Group first reported a position in TPYP in Q1 2021 and has held it in 20 quarters since. 146 funds tracked by Wall St. Rank hold TPYP as of Q1 2026.

Bollard Group held 70,058 shares of Tortoise North American Pipeline ETF worth $2.97M as of Q1 2026.
Bollard Group bought 1,197 Tortoise North American Pipeline ETF shares in Q1 2026, an estimated $47.3K.
Tortoise North American Pipeline ETF made up 0.09% of Bollard Group's portfolio in Q1 2026, its #76 holding.
Bollard Group first reported a position in Tortoise North American Pipeline ETF in Q1 2021 and has held it in 20 quarters since.
146 funds tracked by Wall St. Rank held Tortoise North American Pipeline ETF as of Q1 2026.

Based on Bollard Group's 13F filing for Q1 2026, filed 14 May 2026.