IWA
TPYP icon

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
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
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
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.23B AUM 15.63% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
AI
Arvest Investments Rogers, Arkansas $733M AUM 15.09% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return