Dana Investment Advisors’s Tortoise North American Pipeline ETF TPYP Stock Holding History

Dana Investment Advisors’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
2023 Q1	–	Sell	-18,042	Closed	-$445K	–	421
2022 Q4	$445K	Buy	18,042 +22	+0.1%	+$550	0.02%	328
2022 Q3	$416K	Buy	18,020 +194	+1%	+$4.94K	0.02%	328
2022 Q2	$432K	Sell	17,826 -52	-0.3%	-$1.37K	0.02%	334
2022 Q1	$474K	Buy	17,878 +2,173	+14%	+$53.1K	0.02%	272
2021 Q4	$349K	Buy	+15,705	New	+$356K	0.02%	280

Other funds holding TPYP

Busey Bank Urbana, Illinois $3.68B AUM 26.6% 1-Year Est. Return

Arvest Trust Bartlesville, Oklahoma $1.68B AUM 14.24% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Dana Investment Advisors's TPYP Position: Q1 2023 in Review

Dana Investment Advisors sold out of Tortoise North American Pipeline ETF (TPYP) in Q1 2023, closing a stake of 18,042 shares — an estimated $445K sold.

Dana Investment Advisors first reported a position in TPYP in Q4 2021 and held it in 5 quarters. The position peaked at $474K in Q1 2022. 96 funds tracked by Wall St. Rank hold TPYP as of Q1 2023.

Dana Investment Advisors reported no remaining Tortoise North American Pipeline ETF position as of Q1 2023 after selling out during the quarter.
Dana Investment Advisors sold 18,042 Tortoise North American Pipeline ETF shares in Q1 2023, an estimated $445K.
Dana Investment Advisors first reported a position in Tortoise North American Pipeline ETF in Q4 2021 and held it in 5 quarters.
Dana Investment Advisors's Tortoise North American Pipeline ETF position peaked at $474K in Q1 2022.
96 funds tracked by Wall St. Rank held Tortoise North American Pipeline ETF as of Q1 2023.

Based on Dana Investment Advisors's 13F filing for Q1 2023, filed 15 May 2023.