Institute for Wealth Management’s Tortoise North American Pipeline ETF TPYP Stock Holding History

Institute for Wealth Management’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	$1.58K	Buy	+38	New	+$1.61K	﹤0.01%	1618

Other funds holding TPYP

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

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

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

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

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

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

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Icon Wealth Advisors Houston, Texas $1.66B AUM 24.99% 1-Year Est. Return

Institute for Wealth Management's TPYP Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Tortoise North American Pipeline ETF (TPYP) in Q2 2026: 38 shares worth $1.58K. The stake represents ﹤0.01% of the portfolio and ranks #1618 among its holdings.

92 funds tracked by Wall St. Rank hold TPYP as of Q2 2026.

Institute for Wealth Management held 38 shares of Tortoise North American Pipeline ETF worth $1.58K as of Q2 2026.
Tortoise North American Pipeline ETF was a new Institute for Wealth Management position in Q2 2026.
Tortoise North American Pipeline ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1618 holding.
92 funds tracked by Wall St. Rank held Tortoise North American Pipeline ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.