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DFPG Investments’s Tortoise North American Pipeline ETF TPYP Stock Holding History

DFPG Investments’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
Q4 		$432K Buy
16,408
+2,721
+20% +$68.9K 0.03% 441
2023
Q3 		$338K Buy
+13,687
New +$343K 0.03% 446

Other funds holding TPYP

AT
Arvest Trust Bartlesville, Oklahoma $1.68B AUM 14.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
AI
Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
KMWM
Keudell/Morrison Wealth Management Salem, Oregon $529M AUM
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

DFPG Investments's TPYP Position: Q4 2023 in Review

DFPG Investments increased its Tortoise North American Pipeline ETF (TPYP) stake by 20% in Q4 2023, buying an estimated $68.9K and bringing the position to 16,408 shares worth $432K. The position accounts for 0.03% of the portfolio, ranked #441.

DFPG Investments first reported a position in TPYP in Q3 2023 and has held it in 2 quarters since. 103 funds tracked by Wall St. Rank hold TPYP as of Q4 2023.

  • DFPG Investments held 16,408 shares of Tortoise North American Pipeline ETF worth $432K as of Q4 2023.
  • DFPG Investments bought 2,721 Tortoise North American Pipeline ETF shares in Q4 2023, an estimated $68.9K.
  • Tortoise North American Pipeline ETF made up 0.03% of DFPG Investments's portfolio in Q4 2023, its #441 holding.
  • DFPG Investments first reported a position in Tortoise North American Pipeline ETF in Q3 2023 and has held it in 2 quarters since.
  • 103 funds tracked by Wall St. Rank held Tortoise North American Pipeline ETF as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.