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

Icon 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	$5.7M	Sell	135,865 -3,000	-2%	-$127K	0.34%	56
2026 Q1	$5.88M	Sell	138,865 -3,616	-3%	-$143K	0.38%	50
2025 Q4	$5.03M	Hold	142,481	–	–	0.34%	58
2025 Q3	$5.19M	Sell	142,481 -1,366	-0.9%	-$48.4K	0.35%	58
2025 Q2	$5.14M	Sell	143,847 -863	-0.6%	-$30.3K	0.37%	59
2025 Q1	$5.26M	Sell	144,710 -780	-0.5%	-$27.8K	0.43%	50
2024 Q4	$4.96M	Sell	145,490 -28	-0%	-$952	0.41%	50
2024 Q3	$4.57M	Buy	145,518 +800	+0.6%	+$24.3K	0.38%	55
2024 Q2	$4.36M	Sell	144,718 -1,899	-1%	-$53.4K	0.39%	54
2024 Q1	$4.1M	Sell	146,617 -11,872	-7%	-$313K	0.38%	54
2023 Q4	$4.11M	Buy	+158,489	New	+$4.01M	0.43%	49
2022 Q4	$4.51M	Sell	182,596 -2,037	-1%	-$50.9K	0.52%	49
2022 Q3	$4.26M	Buy	+184,633	New	+$4.7M	0.52%	46

Other funds holding TPYP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Arvest Bank Trust Division Dewey, Oklahoma $2.05B AUM 30.62% 1-Year Est. Return

Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return

Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return

KMWM

Keudell/Morrison Wealth Management Salem, Oregon $562M AUM 21.01% 1-Year Est. Return

Arvest Investments Lowell, Arkansas $835M AUM 13.48% 1-Year Est. Return

Parkside Financial Bank & Trust Saint Louis, Missouri $1.47B AUM 24.26% 1-Year Est. Return

Icon Wealth Advisors's TPYP Position: Q2 2026 in Review

Icon Wealth Advisors reduced its Tortoise North American Pipeline ETF (TPYP) stake by 2.2% in Q2 2026, selling an estimated $127K and leaving 135,865 shares worth $5.7M. The position accounts for 0.34% of the portfolio, ranked #56.

Icon Wealth Advisors first reported a position in TPYP in Q3 2022 and has held it in 13 quarters since. The position peaked at $5.88M in Q1 2026. 145 funds tracked by Wall St. Rank hold TPYP as of Q2 2026.

Icon Wealth Advisors held 135,865 shares of Tortoise North American Pipeline ETF worth $5.7M as of Q2 2026.
Icon Wealth Advisors sold 3,000 Tortoise North American Pipeline ETF shares in Q2 2026, an estimated $127K.
Tortoise North American Pipeline ETF made up 0.34% of Icon Wealth Advisors's portfolio in Q2 2026, its #56 holding.
Icon Wealth Advisors first reported a position in Tortoise North American Pipeline ETF in Q3 2022 and has held it in 13 quarters since.
Icon Wealth Advisors's Tortoise North American Pipeline ETF position peaked at $5.88M in Q1 2026.
145 funds tracked by Wall St. Rank held Tortoise North American Pipeline ETF as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.