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Marshall & Sterling Wealth Advisors’s Tortoise North American Pipeline ETF TPYP Stock Holding History

Marshall & Sterling Wealth 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
2026
Q1 		$4.25M Buy
100,229
+3,936
+4% +$155K 2.78% 10
2025
Q4 		$3.4M Buy
96,293
+13,236
+16% +$468K 2.24% 15
2025
Q3 		$3.02M Buy
83,057
+4,095
+5% +$145K 1.94% 14
2025
Q2 		$2.82M Buy
78,962
+1,362
+2% +$47.8K 1.91% 14
2025
Q1 		$2.82M Buy
77,600
+4,996
+7% +$178K 1.92% 16
2024
Q4 		$2.48M Buy
+72,604
New +$2.47M 1.71% 17

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
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 $1.94B AUM 21.65% 1-Year Est. Return
AI
Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's TPYP Position: Q1 2026 in Review

Marshall & Sterling Wealth Advisors increased its Tortoise North American Pipeline ETF (TPYP) stake by 4.1% in Q1 2026, buying an estimated $155K and bringing the position to 100,229 shares worth $4.25M. The position accounts for 2.78% of the portfolio, ranked #10.

Marshall & Sterling Wealth Advisors first reported a position in TPYP in Q4 2024 and has held it in 6 quarters since. 146 funds tracked by Wall St. Rank hold TPYP as of Q1 2026.

  • Marshall & Sterling Wealth Advisors held 100,229 shares of Tortoise North American Pipeline ETF worth $4.25M as of Q1 2026.
  • Marshall & Sterling Wealth Advisors bought 3,936 Tortoise North American Pipeline ETF shares in Q1 2026, an estimated $155K.
  • Tortoise North American Pipeline ETF made up 2.78% of Marshall & Sterling Wealth Advisors's portfolio in Q1 2026, its #10 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in Tortoise North American Pipeline ETF in Q4 2024 and has held it in 6 quarters since.
  • 146 funds tracked by Wall St. Rank held Tortoise North American Pipeline ETF as of Q1 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q1 2026, filed 7 May 2026.