Cerity Partners’s Tortoise North American Pipeline ETF TPYP Stock Holding History

Cerity Partners’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	$10.1M	Sell	240,203 -3,996	-2%	-$169K	0.01%	770
2026 Q1	$10.3M	Buy	244,199 +242	+0.1%	+$9.56K	0.01%	675
2025 Q4	$8.61M	Sell	243,957 -937	-0.4%	-$33.1K	0.01%	701
2025 Q3	$8.93M	Buy	244,894 +46	+0%	+$1.63K	0.01%	628
2025 Q2	$8.75M	Buy	244,848 +412	+0.2%	+$14.4K	0.02%	581
2025 Q1	$8.89M	Buy	244,436 +86	+0%	+$3.06K	0.02%	530
2024 Q4	$8.33M	Sell	244,350 -9,648	-4%	-$328K	0.02%	546
2024 Q3	$7.97M	Sell	253,998 -101	-0%	-$3.07K	0.02%	563
2024 Q2	$7.33M	Sell	254,099 -2,210	-0.9%	-$62.1K	0.02%	508
2024 Q1	$7.17M	Buy	256,309 +2,187	+0.9%	+$57.7K	0.02%	549
2023 Q4	$6.59M	Buy	+254,122	New	+$6.43M	0.02%	468
2023 Q3	–	Sell	-259,698	Closed	-$6.4M	–	1697
2023 Q2	$6.4M	Sell	259,698 -7,310	-3%	-$178K	0.02%	448
2023 Q1	$6.49M	Sell	267,008 -20,548	-7%	-$512K	0.02%	441
2022 Q4	$7.1M	Buy	+287,556	New	+$7.19M	0.05%	303

Other funds holding TPYP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return

KMWM

Keudell/Morrison Wealth Management Salem, Oregon $529M AUM

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

Cerity Partners's TPYP Position: Q2 2026 in Review

Cerity Partners reduced its Tortoise North American Pipeline ETF (TPYP) stake by 1.6% in Q2 2026, selling an estimated $169K and leaving 240,203 shares worth $10.1M. The position accounts for 0.01% of the portfolio, ranked #770.

Cerity Partners first reported a position in TPYP in Q4 2022 and has held it in 14 quarters since. The position peaked at $10.3M in Q1 2026. 146 funds tracked by Wall St. Rank hold TPYP as of Q2 2026.

Cerity Partners held 240,203 shares of Tortoise North American Pipeline ETF worth $10.1M as of Q2 2026.
Cerity Partners sold 3,996 Tortoise North American Pipeline ETF shares in Q2 2026, an estimated $169K.
Tortoise North American Pipeline ETF made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #770 holding.
Cerity Partners first reported a position in Tortoise North American Pipeline ETF in Q4 2022 and has held it in 14 quarters since.
Cerity Partners's Tortoise North American Pipeline ETF position peaked at $10.3M in Q1 2026.
146 funds tracked by Wall St. Rank held Tortoise North American Pipeline ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.