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 Q2	$4.5M	Buy	107,250 +7,021	+7%	+$297K	2.66%	11
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 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

KMWM

Keudell/Morrison Wealth Management Salem, Oregon $529M AUM

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

Marshall & Sterling Wealth Advisors's TPYP Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors increased its Tortoise North American Pipeline ETF (TPYP) stake by 7% in Q2 2026, buying an estimated $297K and bringing the position to 107,250 shares worth $4.5M. The position accounts for 2.66% of the portfolio, ranked #11.

Marshall & Sterling Wealth Advisors first reported a position in TPYP in Q4 2024 and has held it in 7 quarters since. 146 funds tracked by Wall St. Rank hold TPYP as of Q2 2026.

Marshall & Sterling Wealth Advisors held 107,250 shares of Tortoise North American Pipeline ETF worth $4.5M as of Q2 2026.
Marshall & Sterling Wealth Advisors bought 7,021 Tortoise North American Pipeline ETF shares in Q2 2026, an estimated $297K.
Tortoise North American Pipeline ETF made up 2.66% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #11 holding.
Marshall & Sterling Wealth Advisors first reported a position in Tortoise North American Pipeline ETF in Q4 2024 and has held it in 7 quarters since.
146 funds tracked by Wall St. Rank held Tortoise North American Pipeline ETF as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.