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Innovative Asset Advisors Group’s Tortoise North American Pipeline ETF TPYP Stock Holding History

Innovative Asset Advisors Group’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 		– Sell
-500
Closed -$21.2K – 959
2026
Q1 		$21.2K Buy
+500
New +$19.8K 0.01% 491

Other funds holding TPYP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ABTD
Arvest Bank Trust Division Dewey, Oklahoma $2.05B AUM 30.62% 1-Year Est. Return
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
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return
KMWM
Keudell/Morrison Wealth Management Salem, Oregon $529M AUM
AI
Arvest Investments Lowell, Arkansas $827M AUM 21.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Innovative Asset Advisors Group's TPYP Position: Q2 2026 in Review

Innovative Asset Advisors Group sold out of Tortoise North American Pipeline ETF (TPYP) in Q2 2026, closing a stake of 500 shares — an estimated $21.2K sold.

Innovative Asset Advisors Group first reported a position in TPYP in Q1 2026 and held it in 1 quarter. The position peaked at $21.2K in Q1 2026. 144 funds tracked by Wall St. Rank hold TPYP as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining Tortoise North American Pipeline ETF position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 500 Tortoise North American Pipeline ETF shares in Q2 2026, an estimated $21.2K.
  • Innovative Asset Advisors Group first reported a position in Tortoise North American Pipeline ETF in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's Tortoise North American Pipeline ETF position peaked at $21.2K in Q1 2026.
  • 144 funds tracked by Wall St. Rank held Tortoise North American Pipeline ETF as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.