CreativeOne Wealth’s Tortoise North American Pipeline ETF TPYP Stock Holding History

CreativeOne Wealth’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	$670K	Sell	15,969 -151	-0.9%	-$6.38K	0.01%	696
2026 Q1	$683K	Buy	16,120 +474	+3%	+$18.7K	0.02%	699
2025 Q4	$552K	Buy	15,646 +519	+3%	+$18.3K	0.01%	756
2025 Q3	$551K	Sell	15,127 -643	-4%	-$22.8K	0.01%	742
2025 Q2	$563K	Sell	15,770 -787	-5%	-$27.6K	0.01%	694
2025 Q1	$602K	Buy	+16,557	New	+$590K	0.02%	632

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CreativeOne Wealth's TPYP Position: Q2 2026 in Review

CreativeOne Wealth reduced its Tortoise North American Pipeline ETF (TPYP) stake by 0.94% in Q2 2026, selling an estimated $6.38K and leaving 15,969 shares worth $670K. The position accounts for 0.01% of the portfolio, ranked #696.

CreativeOne Wealth first reported a position in TPYP in Q1 2025 and has held it in 6 quarters since. The position peaked at $683K in Q1 2026. 144 funds tracked by Wall St. Rank hold TPYP as of Q2 2026.

CreativeOne Wealth held 15,969 shares of Tortoise North American Pipeline ETF worth $670K as of Q2 2026.
CreativeOne Wealth sold 151 Tortoise North American Pipeline ETF shares in Q2 2026, an estimated $6.38K.
Tortoise North American Pipeline ETF made up 0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #696 holding.
CreativeOne Wealth first reported a position in Tortoise North American Pipeline ETF in Q1 2025 and has held it in 6 quarters since.
CreativeOne Wealth's Tortoise North American Pipeline ETF position peaked at $683K in Q1 2026.
144 funds tracked by Wall St. Rank held Tortoise North American Pipeline ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.