Heritage Oak Wealth Advisors’s Tortoise North American Pipeline ETF TPYP Stock Holding History

Heritage Oak Wealth 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
2026 Q2	$1.35M	Sell	32,231 -668	-2%	-$28.2K	0.4%	34
2026 Q1	$1.39M	Buy	32,899 +414	+1%	+$16.4K	0.44%	25
2025 Q4	$1.16M	Buy	32,485 +1,668	+5%	+$58.9K	0.43%	32
2025 Q3	$1.12M	Buy	30,817 +743	+2%	+$26.3K	0.41%	35
2025 Q2	$1.07M	Buy	30,074 +99	+0.3%	+$3.47K	0.42%	36
2025 Q1	$1.09M	Buy	+29,975	New	+$1.07M	0.48%	34

Other funds holding TPYP

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

KMWM

Keudell/Morrison Wealth Management Salem, Oregon $529M AUM

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

TSWM

Triangle Securities Wealth Management Raleigh, North Carolina $504M AUM 28.13% 1-Year Est. Return

Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return

MSWA

Marshall & Sterling Wealth Advisors Poughkeepsie, New York $169M AUM 17.92% 1-Year Est. Return

QCIG

Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return

FPGK

Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return

Heritage Oak Wealth Advisors's TPYP Position: Q2 2026 in Review

Heritage Oak Wealth Advisors reduced its Tortoise North American Pipeline ETF (TPYP) stake by 2% in Q2 2026, selling an estimated $28.2K and leaving 32,231 shares worth $1.35M. The position accounts for 0.4% of the portfolio, ranked #34.

Heritage Oak Wealth Advisors first reported a position in TPYP in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.39M in Q1 2026. 39 funds tracked by Wall St. Rank hold TPYP as of Q2 2026.

Heritage Oak Wealth Advisors held 32,231 shares of Tortoise North American Pipeline ETF worth $1.35M as of Q2 2026.
Heritage Oak Wealth Advisors sold 668 Tortoise North American Pipeline ETF shares in Q2 2026, an estimated $28.2K.
Tortoise North American Pipeline ETF made up 0.4% of Heritage Oak Wealth Advisors's portfolio in Q2 2026, its #34 holding.
Heritage Oak Wealth Advisors first reported a position in Tortoise North American Pipeline ETF in Q1 2025 and has held it in 6 quarters since.
Heritage Oak Wealth Advisors's Tortoise North American Pipeline ETF position peaked at $1.39M in Q1 2026.
39 funds tracked by Wall St. Rank held Tortoise North American Pipeline ETF as of Q2 2026.

Based on Heritage Oak Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.