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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
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 $1.66T 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
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
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
AI
Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Caldwell Trust's TPYP Position: Q1 2026 in Review

Caldwell Trust reduced its Tortoise North American Pipeline ETF (TPYP) stake by 25% in Q1 2026, selling an estimated $1.11K and leaving 84 shares worth $3.56K. The position accounts for ﹤0.01% of the portfolio, ranked #727.

Caldwell Trust first reported a position in TPYP in Q1 2025 and has held it in 5 quarters since. The position peaked at $4.08K in Q3 2025. 146 funds tracked by Wall St. Rank hold TPYP as of Q1 2026.

  • Caldwell Trust held 84 shares of Tortoise North American Pipeline ETF worth $3.56K as of Q1 2026.
  • Caldwell Trust sold 28 Tortoise North American Pipeline ETF shares in Q1 2026, an estimated $1.11K.
  • Tortoise North American Pipeline ETF made up ﹤0.01% of Caldwell Trust's portfolio in Q1 2026, its #727 holding.
  • Caldwell Trust first reported a position in Tortoise North American Pipeline ETF in Q1 2025 and has held it in 5 quarters since.
  • Caldwell Trust's Tortoise North American Pipeline ETF position peaked at $4.08K in Q3 2025.
  • 146 funds tracked by Wall St. Rank held Tortoise North American Pipeline ETF as of Q1 2026.

Based on Caldwell Trust's 13F filing for Q1 2026, filed 22 Apr 2026.