CastleKeep Investment Advisors

CastleKeep Investment Advisors’s Tortoise North American Pipeline ETF TPYP Stock Holding History

CastleKeep Investment Advisors’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	$8.83M	Buy	208,402 +13,168	+7%	+$520K	4.79%	6
2025 Q4	$6.89M	Buy	195,234 +2,407	+1%	+$85K	3.12%	7
2025 Q3	$7.03M	Buy	192,827 +5,510	+3%	+$195K	3.29%	7
2025 Q2	$6.69M	Buy	187,317 +571	+0.3%	+$20K	3.27%	7
2025 Q1	$6.79M	Buy	186,746 +72,542	+64%	+$2.58M	3.49%	6
2024 Q4	$3.89M	Sell	114,204 -5,170	-4%	-$176K	2.73%	8
2024 Q3	$3.75M	Buy	119,374 +11,411	+11%	+$346K	2.56%	7
2024 Q2	$3.11M	Sell	107,963 -5,313	-5%	-$149K	2.4%	7
2024 Q1	$3.17M	Sell	113,276 -2,233	-2%	-$58.9K	2.28%	7
2023 Q4	$3M	Buy	+115,509	New	+$2.92M	2.13%	7

Other funds holding TPYP

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

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

Traphagen Investment Advisors Oradell, New Jersey $1.23B AUM 15.63% 1-Year Est. Return

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)

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