Carson Wealth (CWM LLC)
TPYP icon

Carson Wealth (CWM LLC)’s Tortoise North American Pipeline ETF TPYP Stock Holding History

Carson Wealth (CWM LLC)’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 		$14.4M Buy
341,034
+65,191
+24% +$2.58M 0.04% 428
2025
Q4 		$9.74M Buy
275,843
+14,542
+6% +$514K 0.03% 538
2025
Q3 		$9.52M Buy
261,301
+1,753
+0.7% +$62.2K 0.03% 486
2025
Q2 		$9.27M Sell
259,548
-11,286
-4% -$396K 0.03% 410
2025
Q1 		$9.85M Sell
270,834
-15,457
-5% -$551K 0.04% 352
2024
Q4 		$9.76M Sell
286,291
-3,395
-1% -$115K 0.04% 329
2024
Q3 		$9.09M Buy
289,686
+26,021
+10% +$790K 0.04% 327
2024
Q2 		$7.6M Sell
263,665
-5,734
-2% -$161K 0.04% 334
2024
Q1 		$7.53M Sell
269,399
-55,926
-17% -$1.48M 0.04% 342
2023
Q4 		$8.44M Sell
325,325
-76,564
-19% -$1.94M 0.05% 294
2023
Q3 		$9.83M Buy
401,889
+2,730
+0.7% +$68.5K 0.06% 243
2023
Q2 		$9.84M Sell
399,159
-24,229
-6% -$591K 0.06% 237
2023
Q1 		$10.3M Sell
423,388
-18,507
-4% -$461K 0.07% 214
2022
Q4 		$10.9M Sell
441,895
-44,879
-9% -$1.12M 0.08% 193
2022
Q3 		$11.2M Sell
486,774
-899,694
-65% -$22.9M 0.09% 186
2022
Q2 		$33.6M Buy
1,386,468
+294,058
+27% +$7.75M 0.26% 76
2022
Q1 		$28.9M Buy
1,092,410
+311,249
+40% +$7.6M 0.21% 92
2021
Q4 		$17.4M Buy
+781,161
New +$17.7M 0.12% 165
2021
Q2 		$16K Hold
731
– – ﹤0.01% 1904
2021
Q1 		$16K Hold
731
– – ﹤0.01% 1904
2020
Q4 		$16K Hold
731
– – ﹤0.01% 1904
2020
Q3 		$16K Hold
731
– – ﹤0.01% 1904
2020
Q2 		$16K Hold
731
– – ﹤0.01% 1904
2020
Q1 		$16K Hold
731
– – ﹤0.01% 1904
2019
Q4 		$16K Hold
731
– – ﹤0.01% 1904
2019
Q3 		$16K Hold
731
– – ﹤0.01% 1904
2019
Q2 		$16K Hold
731
– – ﹤0.01% 1904
2019
Q1 		$16K Buy
+731
New +$16.8K ﹤0.01% 1904

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PFBT
Parkside Financial Bank & Trust Saint Louis, Missouri $1.31B AUM 19.14% 1-Year Est. Return

Carson Wealth (CWM LLC)'s TPYP Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Tortoise North American Pipeline ETF (TPYP) stake by 24% in Q1 2026, buying an estimated $2.58M and bringing the position to 341,034 shares worth $14.4M. The position accounts for 0.04% of the portfolio, ranked #428.

Carson Wealth (CWM LLC) first reported a position in TPYP in Q1 2019 and has held it in 28 quarters since. The position peaked at $33.6M in Q2 2022. 146 funds tracked by Wall St. Rank hold TPYP as of Q1 2026.

  • Carson Wealth (CWM LLC) held 341,034 shares of Tortoise North American Pipeline ETF worth $14.4M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 65,191 Tortoise North American Pipeline ETF shares in Q1 2026, an estimated $2.58M.
  • Tortoise North American Pipeline ETF made up 0.04% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #428 holding.
  • Carson Wealth (CWM LLC) first reported a position in Tortoise North American Pipeline ETF in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Tortoise North American Pipeline ETF position peaked at $33.6M in Q2 2022.
  • 146 funds tracked by Wall St. Rank held Tortoise North American Pipeline ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.