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Capital Advisors Ltd’s Tortoise North American Pipeline ETF TPYP Stock Holding History

Capital Advisors Ltd’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 		$1.36M Buy
32,330
+728
+2% +$30.8K 0.14% 105
2026
Q1 		$1.34M Hold
31,602
– – 0.15% 98
2025
Q4 		$1.11M Sell
31,602
-1,153
-4% -$40.7K 0.13% 107
2025
Q3 		$1.19M Hold
32,755
– – 0.13% 97
2025
Q2 		$1.17M Buy
32,755
+571
+2% +$20K 0.14% 93
2025
Q1 		$1.17M Buy
32,184
+18
+0.1% +$641 0.15% 86
2024
Q4 		$1.1M Buy
32,166
+602
+2% +$20.5K 0.14% 91
2024
Q3 		$990K Hold
31,564
– – 0.12% 106
2024
Q2 		$910K Hold
31,564
– – 0.12% 105
2024
Q1 		$883K Buy
31,564
+729
+2% +$19.2K 0.12% 108
2023
Q4 		$800K Buy
30,835
+1,000
+3% +$25.3K 0.11% 108
2023
Q3 		$729K Hold
29,835
– – 0.11% 112
2023
Q2 		$736K Buy
29,835
+831
+3% +$20.3K 0.11% 112
2023
Q1 		$705K Sell
29,004
-775
-3% -$19.3K 0.12% 101
2022
Q4 		$735K Hold
29,779
– – 0.13% 102
2022
Q3 		$688K Hold
29,779
– – 0.13% 101
2022
Q2 		$722K Hold
29,779
– – 0.14% 96
2022
Q1 		$789K Buy
29,779
+639
+2% +$15.6K 0.13% 93
2021
Q4 		$648K Sell
29,140
-215
-0.7% -$4.88K 0.1% 108
2021
Q3 		$640K Buy
29,355
+12,811
+77% +$280K 0.11% 96
2021
Q2 		$384K Sell
16,544
-13,104
-44% -$289K 0.07% 134
2021
Q1 		$601K Buy
29,648
+1,061
+4% +$20.4K 0.11% 94
2020
Q4 		$495K Sell
28,587
-653
-2% -$11K 0.11% 103
2020
Q3 		$438K Buy
29,240
+1,455
+5% +$24.1K 0.11% 102
2020
Q2 		$459K Buy
27,785
+5,615
+25% +$91.7K 0.12% 100
2020
Q1 		$301K Buy
22,170
+5,806
+35% +$118K 0.09% 111
2019
Q4 		$385K Buy
16,364
+10,792
+194% +$245K 0.1% 98
2019
Q3 		$115K Buy
5,572
+917
+20% +$21.6K 0.03% 188
2019
Q2 		$111K Sell
4,655
-4,003
-46% -$95.3K 0.03% 199
2019
Q1 		$207K Buy
8,658
+278
+3% +$6.38K 0.06% 145
2018
Q4 		$167K Buy
+8,380
New +$185K 0.05% 158

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

Capital Advisors Ltd's TPYP Position: Q2 2026 in Review

Capital Advisors Ltd increased its Tortoise North American Pipeline ETF (TPYP) stake by 2.3% in Q2 2026, buying an estimated $30.8K and bringing the position to 32,330 shares worth $1.36M. The position accounts for 0.14% of the portfolio, ranked #105.

Capital Advisors Ltd first reported a position in TPYP in Q4 2018 and has held it in 31 quarters since. 144 funds tracked by Wall St. Rank hold TPYP as of Q2 2026.

  • Capital Advisors Ltd held 32,330 shares of Tortoise North American Pipeline ETF worth $1.36M as of Q2 2026.
  • Capital Advisors Ltd bought 728 Tortoise North American Pipeline ETF shares in Q2 2026, an estimated $30.8K.
  • Tortoise North American Pipeline ETF made up 0.14% of Capital Advisors Ltd's portfolio in Q2 2026, its #105 holding.
  • Capital Advisors Ltd first reported a position in Tortoise North American Pipeline ETF in Q4 2018 and has held it in 31 quarters since.
  • 144 funds tracked by Wall St. Rank held Tortoise North American Pipeline ETF as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.