Creative Planning
TPYP icon

Creative Planning’s Tortoise North American Pipeline ETF TPYP Stock Holding History

Creative Planning’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 		$9.67M Sell
228,361
-1,164
-0.5% -$46K 0.01% 709
2025
Q4 		$8.1M Sell
229,525
-1,932
-0.8% -$68.3K 0.01% 712
2025
Q3 		$8.44M Sell
231,457
-7,419
-3% -$263K 0.01% 634
2025
Q2 		$8.54M Sell
238,876
-2,789
-1% -$97.8K 0.01% 564
2025
Q1 		$8.79M Sell
241,665
-7,672
-3% -$273K 0.01% 529
2024
Q4 		$8.5M Buy
249,337
+227,376
+1,035% +$7.73M 0.01% 507
2024
Q3 		$689K Buy
21,961
+9
+0% +$273 ﹤0.01% 1830
2024
Q2 		$633K Buy
21,952
+9
+0% +$253 ﹤0.01% 1768
2024
Q1 		$614K Sell
21,943
-877
-4% -$23.1K ﹤0.01% 1700
2023
Q4 		$592K Buy
22,820
+1,687
+8% +$42.7K ﹤0.01% 1588
2023
Q3 		$517K Hold
21,133
– – ﹤0.01% 1552
2023
Q2 		$521K Sell
21,133
-1,375
-6% -$33.5K ﹤0.01% 1525
2023
Q1 		$547K Buy
22,508
+8,764
+64% +$218K ﹤0.01% 1409
2022
Q4 		$339K Hold
13,744
– – ﹤0.01% 1645
2022
Q3 		$317K Sell
13,744
-3,791
-22% -$96.5K ﹤0.01% 1619
2022
Q2 		$425K Buy
17,535
+989
+6% +$26.1K ﹤0.01% 1403
2022
Q1 		$438K Sell
16,546
-1,372
-8% -$33.5K ﹤0.01% 1394
2021
Q4 		$398K Sell
17,918
-4,142
-19% -$94K ﹤0.01% 1440
2021
Q3 		$481K Buy
22,060
+8,879
+67% +$194K ﹤0.01% 1328
2021
Q2 		$297K Sell
13,181
-340
-3% -$7.49K ﹤0.01% 1570
2021
Q1 		$274K Buy
+13,521
New +$260K ﹤0.01% 1853

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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Creative Planning's TPYP Position: Q1 2026 in Review

Creative Planning reduced its Tortoise North American Pipeline ETF (TPYP) stake by 0.51% in Q1 2026, selling an estimated $46K and leaving 228,361 shares worth $9.67M. The position accounts for 0.01% of the portfolio, ranked #709.

Creative Planning first reported a position in TPYP in Q1 2021 and has held it in 21 quarters since. 146 funds tracked by Wall St. Rank hold TPYP as of Q1 2026.

  • Creative Planning held 228,361 shares of Tortoise North American Pipeline ETF worth $9.67M as of Q1 2026.
  • Creative Planning sold 1,164 Tortoise North American Pipeline ETF shares in Q1 2026, an estimated $46K.
  • Tortoise North American Pipeline ETF made up 0.01% of Creative Planning's portfolio in Q1 2026, its #709 holding.
  • Creative Planning first reported a position in Tortoise North American Pipeline ETF in Q1 2021 and has held it in 21 quarters since.
  • 146 funds tracked by Wall St. Rank held Tortoise North American Pipeline ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.