CX Institutional’s Tortoise North American Pipeline ETF TPYP Stock Holding History

CX Institutional’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	$8K	Buy	189 +1	+0.5%	+$42	﹤0.01%	1335
2026 Q1	$8K	Buy	188 +3	+2%	+$119	﹤0.01%	1327
2025 Q4	$7K	Hold	185	–	–	﹤0.01%	1243
2025 Q3	$7K	Buy	185 +2	+1%	+$71	﹤0.01%	1242
2025 Q2	$7K	Buy	+183	New	+$6.42K	﹤0.01%	1085

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

CX Institutional's TPYP Position: Q2 2026 in Review

CX Institutional increased its Tortoise North American Pipeline ETF (TPYP) stake by 0.53% in Q2 2026, buying an estimated $42 and bringing the position to 189 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #1335.

CX Institutional first reported a position in TPYP in Q2 2025 and has held it in 5 quarters since. 144 funds tracked by Wall St. Rank hold TPYP as of Q2 2026.

CX Institutional held 189 shares of Tortoise North American Pipeline ETF worth $8K as of Q2 2026.
CX Institutional bought 1 Tortoise North American Pipeline ETF share in Q2 2026, an estimated $42.
Tortoise North American Pipeline ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1335 holding.
CX Institutional first reported a position in Tortoise North American Pipeline ETF in Q2 2025 and has held it in 5 quarters since.
144 funds tracked by Wall St. Rank held Tortoise North American Pipeline ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.