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 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 New York $1.66T AUM 25.57% 1-Year Est. Return

ABTD

Arvest Bank Trust Division Dewey, Oklahoma $1.84B AUM 20.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $1.94B AUM 21.65% 1-Year Est. Return

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Leading Edge Financial Planning's TPYP Position: Q1 2026 in Review

Leading Edge Financial Planning reduced its Tortoise North American Pipeline ETF (TPYP) stake by 0.16% in Q1 2026, selling an estimated $593 and leaving 9,210 shares worth $390K. The position accounts for 0.08% of the portfolio, ranked #45.

Leading Edge Financial Planning first reported a position in TPYP in Q4 2022 and has held it in 14 quarters since. 146 funds tracked by Wall St. Rank hold TPYP as of Q1 2026.

Leading Edge Financial Planning held 9,210 shares of Tortoise North American Pipeline ETF worth $390K as of Q1 2026.
Leading Edge Financial Planning sold 15 Tortoise North American Pipeline ETF shares in Q1 2026, an estimated $593.
Tortoise North American Pipeline ETF made up 0.08% of Leading Edge Financial Planning's portfolio in Q1 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 14 quarters since.
146 funds tracked by Wall St. Rank held Tortoise North American Pipeline ETF as of Q1 2026.

Based on Leading Edge Financial Planning's 13F filing for Q1 2026, filed 12 May 2026.