Fulcrum Equity Management’s Tortoise North American Pipeline ETF TPYP Stock Holding History

Fulcrum Equity Management’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
2024 Q4	–	Sell	-41,679	Closed	-$1.31M	–	156
2024 Q3	$1.31M	Buy	+41,679	New	+$1.27M	1.1%	18
2023 Q2	–	Sell	-70,026	Closed	-$1.7M	–	114
2023 Q1	$1.7M	Sell	70,026 -50,807	-42%	-$1.27M	1.6%	25
2022 Q4	$2.98M	Sell	120,833 -5,090	-4%	-$127K	2.44%	7
2022 Q3	$2.91M	Sell	125,923 -1,597	-1%	-$40.7K	2.46%	8
2022 Q2	$3.09M	Buy	127,520 +4,957	+4%	+$131K	2.49%	5
2022 Q1	$3.25M	Buy	+122,563	New	+$2.99M	1.92%	16

Other funds holding TPYP

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

ABTD

Arvest Bank Trust Division Dewey, Oklahoma $1.84B AUM 20.84% 1-Year Est. Return

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

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 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

Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fulcrum Equity Management's TPYP Position: Q4 2024 in Review

Fulcrum Equity Management sold out of Tortoise North American Pipeline ETF (TPYP) in Q4 2024, closing a stake of 41,679 shares — an estimated $1.31M sold.

Fulcrum Equity Management first reported a position in TPYP in Q1 2022 and held it in 6 quarters. The position peaked at $3.25M in Q1 2022. 117 funds tracked by Wall St. Rank hold TPYP as of Q4 2024.

Fulcrum Equity Management reported no remaining Tortoise North American Pipeline ETF position as of Q4 2024 after selling out during the quarter.
Fulcrum Equity Management sold 41,679 Tortoise North American Pipeline ETF shares in Q4 2024, an estimated $1.31M.
Fulcrum Equity Management first reported a position in Tortoise North American Pipeline ETF in Q1 2022 and held it in 6 quarters.
Fulcrum Equity Management's Tortoise North American Pipeline ETF position peaked at $3.25M in Q1 2022.
117 funds tracked by Wall St. Rank held Tortoise North American Pipeline ETF as of Q4 2024.

Based on Fulcrum Equity Management's 13F filing for Q4 2024, filed 24 Mar 2025.