Integrated Wealth Concepts’s Tortoise North American Pipeline ETF TPYP Stock Holding History

Integrated Wealth Concepts’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	$34.1K	Buy	+813	New	+$34.4K	﹤0.01%	3680

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

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

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

KMWM

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Integrated Wealth Concepts's TPYP Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Tortoise North American Pipeline ETF (TPYP) in Q2 2026: 813 shares worth $34.1K. The stake represents ﹤0.01% of the portfolio and ranks #3680 among its holdings.

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

Integrated Wealth Concepts held 813 shares of Tortoise North American Pipeline ETF worth $34.1K as of Q2 2026.
Tortoise North American Pipeline ETF was a new Integrated Wealth Concepts position in Q2 2026.
Tortoise North American Pipeline ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3680 holding.
144 funds tracked by Wall St. Rank held Tortoise North American Pipeline ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.