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Leading Edge Financial Planning’s Tortoise North American Pipeline ETF TPYP Stock Holding History

Leading Edge Financial Planning’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 		$386K Sell
9,208
-2
-0% -$85 0.07% 45
2026
Q1 		$390K Sell
9,210
-15
-0.2% -$593 0.08% 45
2025
Q4 		$326K Sell
9,225
-1
-0% -$35 0.07% 48
2025
Q3 		$336K Sell
9,226
-47
-0.5% -$1.67K 0.08% 45
2025
Q2 		$331K Sell
9,273
-7
-0.1% -$245 0.09% 45
2025
Q1 		$338K Sell
9,280
-377
-4% -$13.4K 0.11% 42
2024
Q4 		$329K Sell
9,657
-627
-6% -$21.3K 0.11% 44
2024
Q3 		$323K Hold
10,284
– – 0.11% 41
2024
Q2 		$297K Hold
10,284
– – 0.12% 39
2024
Q1 		$288K Sell
10,284
-2,747
-21% -$72.5K 0.13% 39
2023
Q4 		$338K Buy
13,031
+132
+1% +$3.34K 0.18% 39
2023
Q3 		$315K Buy
12,899
+1
+0% +$25 0.2% 49
2023
Q2 		$318K Sell
12,898
-2,313
-15% -$56.4K 0.21% 45
2023
Q1 		$370K Buy
15,211
+45
+0.3% +$1.12K 0.27% 46
2022
Q4 		$374K Buy
+15,166
New +$379K 0.32% 43

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
PFBT
Parkside Financial Bank & Trust Saint Louis, Missouri $1.47B AUM 24.26% 1-Year Est. Return

Leading Edge Financial Planning's TPYP Position: Q2 2026 in Review

Leading Edge Financial Planning reduced its Tortoise North American Pipeline ETF (TPYP) stake by 0.02% in Q2 2026, selling an estimated $85 and leaving 9,208 shares worth $386K. The position accounts for 0.07% of the portfolio, ranked #45.

Leading Edge Financial Planning first reported a position in TPYP in Q4 2022 and has held it in 15 quarters since. The position peaked at $390K in Q1 2026. 146 funds tracked by Wall St. Rank hold TPYP as of Q2 2026.

  • Leading Edge Financial Planning held 9,208 shares of Tortoise North American Pipeline ETF worth $386K as of Q2 2026.
  • Leading Edge Financial Planning sold 2 Tortoise North American Pipeline ETF shares in Q2 2026, an estimated $85.
  • Tortoise North American Pipeline ETF made up 0.07% of Leading Edge Financial Planning's portfolio in Q2 2026, its #45 holding.
  • Leading Edge Financial Planning first reported a position in Tortoise North American Pipeline ETF in Q4 2022 and has held it in 15 quarters since.
  • Leading Edge Financial Planning's Tortoise North American Pipeline ETF position peaked at $390K in Q1 2026.
  • 146 funds tracked by Wall St. Rank held Tortoise North American Pipeline ETF as of Q2 2026.

Based on Leading Edge Financial Planning's 13F filing for Q2 2026, filed 6 Aug 2026.