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Caldwell Trust’s Tortoise North American Pipeline ETF TPYP Stock Holding History

Caldwell Trust’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 		$1.17K Sell
28
-56
-67% -$2.37K ﹤0.01% 781
2026
Q1 		$3.56K Sell
84
-28
-25% -$1.11K ﹤0.01% 727
2025
Q4 		$3.95K Hold
112
– – ﹤0.01% 702
2025
Q3 		$4.08K Hold
112
– – ﹤0.01% 699
2025
Q2 		$4K Hold
112
– – ﹤0.01% 696
2025
Q1 		$4.07K Buy
+112
New +$3.99K ﹤0.01% 699

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
PFBT
Parkside Financial Bank & Trust Saint Louis, Missouri $1.47B AUM 24.26% 1-Year Est. Return

Caldwell Trust's TPYP Position: Q2 2026 in Review

Caldwell Trust reduced its Tortoise North American Pipeline ETF (TPYP) stake by 67% in Q2 2026, selling an estimated $2.37K and leaving 28 shares worth $1.17K. The position accounts for ﹤0.01% of the portfolio, ranked #781.

Caldwell Trust first reported a position in TPYP in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.08K in Q3 2025. 145 funds tracked by Wall St. Rank hold TPYP as of Q2 2026.

  • Caldwell Trust held 28 shares of Tortoise North American Pipeline ETF worth $1.17K as of Q2 2026.
  • Caldwell Trust sold 56 Tortoise North American Pipeline ETF shares in Q2 2026, an estimated $2.37K.
  • Tortoise North American Pipeline ETF made up ﹤0.01% of Caldwell Trust's portfolio in Q2 2026, its #781 holding.
  • Caldwell Trust first reported a position in Tortoise North American Pipeline ETF in Q1 2025 and has held it in 6 quarters since.
  • Caldwell Trust's Tortoise North American Pipeline ETF position peaked at $4.08K in Q3 2025.
  • 145 funds tracked by Wall St. Rank held Tortoise North American Pipeline ETF as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.