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 Q3	$8K	Buy	191 +2	+1%	+$85	﹤0.01%	1392
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

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

IPAM

Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return

SCA

Stokes Capital Advisors Greenwood, South Carolina $455M AUM 9.69% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

CX Institutional's TPYP Position: Q3 2026 in Review

CX Institutional increased its Tortoise North American Pipeline ETF (TPYP) stake by 1.1% in Q3 2026, buying an estimated $85 and bringing the position to 191 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #1392.

CX Institutional first reported a position in TPYP in Q2 2025 and has held it in 6 quarters since. 7 funds tracked by Wall St. Rank hold TPYP as of Q3 2026.

CX Institutional held 191 shares of Tortoise North American Pipeline ETF worth $8K as of Q3 2026.
CX Institutional bought 2 Tortoise North American Pipeline ETF shares in Q3 2026, an estimated $85.
Tortoise North American Pipeline ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1392 holding.
CX Institutional first reported a position in Tortoise North American Pipeline ETF in Q2 2025 and has held it in 6 quarters since.
7 funds tracked by Wall St. Rank held Tortoise North American Pipeline ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.