Coppell Advisory Solutions’s Tortoise North American Pipeline ETF TPYP Stock Holding History

Coppell Advisory Solutions’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
2025 Q1	–	Sell	-200	Closed	-$6.86K	–	1731
2024 Q4	$6.86K	Hold	200	–	–	﹤0.01%	1241
2024 Q3	$6.25K	Hold	200	–	–	﹤0.01%	1215
2024 Q2	$5.77K	Buy	+200	New	+$5.62K	﹤0.01%	1169
2023 Q4	$5.19K	Buy	+200	New	+$5.06K	﹤0.01%	1098
2023 Q3	–	Sell	-200	Closed	-$4.9K	–	1540
2023 Q2	$4.9K	Buy	+200	New	+$4.87K	﹤0.01%	860

Other funds holding TPYP

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ABTD

Arvest Bank Trust Division Dewey, Oklahoma $1.84B AUM 20.84% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 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 $827M AUM 21.19% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Coppell Advisory Solutions's TPYP Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Tortoise North American Pipeline ETF (TPYP) in Q1 2025, closing a stake of 200 shares — an estimated $6.86K sold.

Coppell Advisory Solutions first reported a position in TPYP in Q2 2023 and held it in 5 quarters. The position peaked at $6.86K in Q4 2024. 132 funds tracked by Wall St. Rank hold TPYP as of Q1 2025.

Coppell Advisory Solutions reported no remaining Tortoise North American Pipeline ETF position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 200 Tortoise North American Pipeline ETF shares in Q1 2025, an estimated $6.86K.
Coppell Advisory Solutions first reported a position in Tortoise North American Pipeline ETF in Q2 2023 and held it in 5 quarters.
Coppell Advisory Solutions's Tortoise North American Pipeline ETF position peaked at $6.86K in Q4 2024.
132 funds tracked by Wall St. Rank held Tortoise North American Pipeline ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.