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Householder Group Estate & Retirement Specialist’s Tortoise North American Pipeline ETF TPYP Stock Holding History

Householder Group Estate & Retirement Specialist’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
-625
Closed -$19K – 1162
2024
Q3 		$19K Hold
625
– – 0.01% 703
2024
Q2 		$18K Buy
+625
New +$17.6K 0.01% 702

Other funds holding TPYP

Morgan Stanley
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
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
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
AI
Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's TPYP Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Tortoise North American Pipeline ETF (TPYP) in Q4 2024, closing a stake of 625 shares — an estimated $19K sold.

Householder Group Estate & Retirement Specialist first reported a position in TPYP in Q2 2024 and held it in 2 quarters. The position peaked at $19K in Q3 2024. 117 funds tracked by Wall St. Rank hold TPYP as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Tortoise North American Pipeline ETF position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 625 Tortoise North American Pipeline ETF shares in Q4 2024, an estimated $19K.
  • Householder Group Estate & Retirement Specialist first reported a position in Tortoise North American Pipeline ETF in Q2 2024 and held it in 2 quarters.
  • Householder Group Estate & Retirement Specialist's Tortoise North American Pipeline ETF position peaked at $19K in Q3 2024.
  • 117 funds tracked by Wall St. Rank held Tortoise North American Pipeline ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.