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 Q2	$9.42M	Sell	224,568 -3,793	-2%	-$160K	0.01%	928
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 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

Creative Planning's TPYP Position: Q2 2026 in Review

Creative Planning reduced its Tortoise North American Pipeline ETF (TPYP) stake by 1.7% in Q2 2026, selling an estimated $160K and leaving 224,568 shares worth $9.42M. The position accounts for 0.01% of the portfolio, ranked #928.

Creative Planning first reported a position in TPYP in Q1 2021 and has held it in 22 quarters since. The position peaked at $9.67M in Q1 2026. 146 funds tracked by Wall St. Rank hold TPYP as of Q2 2026.

Creative Planning held 224,568 shares of Tortoise North American Pipeline ETF worth $9.42M as of Q2 2026.
Creative Planning sold 3,793 Tortoise North American Pipeline ETF shares in Q2 2026, an estimated $160K.
Tortoise North American Pipeline ETF made up 0.01% of Creative Planning's portfolio in Q2 2026, its #928 holding.
Creative Planning first reported a position in Tortoise North American Pipeline ETF in Q1 2021 and has held it in 22 quarters since.
Creative Planning's Tortoise North American Pipeline ETF position peaked at $9.67M in Q1 2026.
146 funds tracked by Wall St. Rank held Tortoise North American Pipeline ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.