LA
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LexAurum Advisors’s Tortoise North American Pipeline ETF TPYP Stock Holding History

LexAurum Advisors’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
2024
Q4 		– Sell
-66,672
Closed -$2.09M – 350
2024
Q3 		$2.09M Sell
66,672
-5,174
-7% -$157K 0.46% 42
2024
Q2 		$2.07M Sell
71,846
-1,155
-2% -$32.5K 0.51% 40
2024
Q1 		$2.04M Buy
73,001
+5,075
+7% +$134K 0.51% 40
2023
Q4 		$1.76M Buy
67,926
+2,275
+3% +$57.6K 0.46% 44
2023
Q3 		$1.61M Sell
65,651
-16
-0% -$402 0.47% 43
2023
Q2 		$1.62M Sell
65,667
-1,314
-2% -$32K 0.49% 40
2023
Q1 		$1.63M Buy
66,981
+349
+0.5% +$8.69K 0.54% 40
2022
Q4 		$1.65M Buy
66,632
+660
+1% +$16.5K 0.59% 37
2022
Q3 		$1.52M Sell
65,972
-955
-1% -$24.3K 0.59% 36
2022
Q2 		$1.62M Buy
66,927
+2
+0% +$53 0.61% 35
2022
Q1 		$1.77M Sell
66,925
-90,217
-57% -$2.2M 0.58% 38
2021
Q4 		$3.49M Buy
157,142
+22,854
+17% +$519K 1.14% 18
2021
Q3 		$2.93M Buy
134,288
+3,699
+3% +$80.8K 0.86% 24
2021
Q2 		$2.94M Sell
130,589
-322
-0.2% -$7.09K 0.87% 21
2021
Q1 		$2.65M Buy
130,911
+511
+0.4% +$9.84K 0.91% 21
2020
Q4 		$2.26M Sell
130,400
-29
-0% -$486 0.81% 27
2020
Q3 		$1.95M Buy
130,429
+25,857
+25% +$428K 0.8% 19
2020
Q2 		$1.73M Sell
104,572
-10,846
-9% -$177K 0.94% 20
2020
Q1 		$1.57M Buy
115,418
+64,818
+128% +$1.32M 1.09% 15
2019
Q4 		$1.19M Buy
50,600
+24,632
+95% +$560K 0.59% 40
2019
Q3 		$608K Buy
25,968
+721
+3% +$16.9K 0.36% 70
2019
Q2 		$604K Buy
25,247
+378
+2% +$8.99K 0.37% 68
2019
Q1 		$594K Buy
24,869
+1,028
+4% +$23.6K 0.39% 58
2018
Q4 		$475K Buy
23,841
+5,783
+32% +$127K 0.37% 68
2018
Q3 		$420K Buy
18,058
+7,045
+64% +$168K 0.29% 79
2018
Q2 		$257K Buy
11,013
+90
+0.8% +$2.01K 0.23% 105
2018
Q1 		$227K Buy
+10,923
New +$246K 0.19% 119

Other funds holding TPYP

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
AI
Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LexAurum Advisors's TPYP Position: Q4 2024 in Review

LexAurum Advisors sold out of Tortoise North American Pipeline ETF (TPYP) in Q4 2024, closing a stake of 66,672 shares — an estimated $2.09M sold.

LexAurum Advisors first reported a position in TPYP in Q1 2018 and held it in 27 quarters. The position peaked at $3.49M in Q4 2021. 117 funds tracked by Wall St. Rank hold TPYP as of Q4 2024.

  • LexAurum Advisors reported no remaining Tortoise North American Pipeline ETF position as of Q4 2024 after selling out during the quarter.
  • LexAurum Advisors sold 66,672 Tortoise North American Pipeline ETF shares in Q4 2024, an estimated $2.09M.
  • LexAurum Advisors first reported a position in Tortoise North American Pipeline ETF in Q1 2018 and held it in 27 quarters.
  • LexAurum Advisors's Tortoise North American Pipeline ETF position peaked at $3.49M in Q4 2021.
  • 117 funds tracked by Wall St. Rank held Tortoise North American Pipeline ETF as of Q4 2024.

Based on LexAurum Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.