Keudell/Morrison Wealth Management’s Tortoise North American Pipeline ETF TPYP Stock Holding History

Keudell/Morrison 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	$15.7M	Buy	375,370 +108,425	+41%	+$4.58M	2.97%	6
2026 Q1	$11.3M	Sell	266,945 -42,212	-14%	-$1.67M	2.31%	8
2025 Q4	$10.9M	Buy	+309,157	New	+$10.9M	2.29%	9
2025 Q2	$9.98M	Buy	279,374 +11,984	+4%	+$420K	2.22%	11
2025 Q1	$9.72M	Sell	267,390 -1,540	-0.6%	-$54.9K	2.29%	11
2024 Q4	$9.17M	Sell	268,930 -122,914	-31%	-$4.18M	2.39%	11
2024 Q3	$12.3M	Sell	391,844 -15,492	-4%	-$470K	3.34%	10
2024 Q2	$11.7M	Buy	407,336 +2,658	+0.7%	+$74.7K	3.44%	9
2024 Q1	$11.3M	Buy	404,678 +6,207	+2%	+$164K	3.42%	8
2023 Q4	$10.3M	Buy	398,471 +110,426	+38%	+$2.79M	3.41%	7
2023 Q3	$7.04M	Sell	288,045 -10,729	-4%	-$269K	2.15%	10
2023 Q2	$7.37M	Sell	298,774 -1,983	-0.7%	-$48.3K	2.12%	10
2023 Q1	$7.31M	Buy	300,757 +20,316	+7%	+$506K	2.15%	9
2022 Q4	$6.92M	Sell	280,441 -32,253	-10%	-$807K	2.22%	9
2022 Q3	$7.22M	Sell	312,694 -20,834	-6%	-$530K	2.7%	8
2022 Q2	$8.09M	Buy	+333,528	New	+$8.79M	2.94%	8

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

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

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

Busey Bank Urbana, Illinois $4.12B AUM 32.66% 1-Year Est. Return

Keudell/Morrison Wealth Management's TPYP Position: Q2 2026 in Review

Keudell/Morrison Wealth Management increased its Tortoise North American Pipeline ETF (TPYP) stake by 41% in Q2 2026, buying an estimated $4.58M and bringing the position to 375,370 shares worth $15.7M. The position accounts for 2.97% of the portfolio, ranked #6.

Keudell/Morrison Wealth Management first reported a position in TPYP in Q2 2022 and has held it in 16 quarters since. 145 funds tracked by Wall St. Rank hold TPYP as of Q2 2026.

Keudell/Morrison Wealth Management held 375,370 shares of Tortoise North American Pipeline ETF worth $15.7M as of Q2 2026.
Keudell/Morrison Wealth Management bought 108,425 Tortoise North American Pipeline ETF shares in Q2 2026, an estimated $4.58M.
Tortoise North American Pipeline ETF made up 2.97% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #6 holding.
Keudell/Morrison Wealth Management first reported a position in Tortoise North American Pipeline ETF in Q2 2022 and has held it in 16 quarters since.
145 funds tracked by Wall St. Rank held Tortoise North American Pipeline ETF as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.