Jones Financial Companies
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Jones Financial Companies’s Tortoise North American Pipeline ETF TPYP Stock Holding History

Jones Financial Companies’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
2025
Q2 		– Sell
-294
Closed -$10.7K – 4157
2025
Q1 		$10.7K Buy
+294
New +$10.5K ﹤0.01% 2673

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Bank of America
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MFG
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TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 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 $827M AUM 21.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jones Financial Companies's TPYP Position: Q2 2025 in Review

Jones Financial Companies sold out of Tortoise North American Pipeline ETF (TPYP) in Q2 2025, closing a stake of 294 shares — an estimated $10.7K sold.

Jones Financial Companies first reported a position in TPYP in Q1 2025 and held it in 1 quarter. The position peaked at $10.7K in Q1 2025. 121 funds tracked by Wall St. Rank hold TPYP as of Q2 2025.

  • Jones Financial Companies reported no remaining Tortoise North American Pipeline ETF position as of Q2 2025 after selling out during the quarter.
  • Jones Financial Companies sold 294 Tortoise North American Pipeline ETF shares in Q2 2025, an estimated $10.7K.
  • Jones Financial Companies first reported a position in Tortoise North American Pipeline ETF in Q1 2025 and held it in 1 quarter.
  • Jones Financial Companies's Tortoise North American Pipeline ETF position peaked at $10.7K in Q1 2025.
  • 121 funds tracked by Wall St. Rank held Tortoise North American Pipeline ETF as of Q2 2025.

Based on Jones Financial Companies's 13F filing for Q2 2025, filed 13 Aug 2025.