Mather Group’s Tortoise North American Pipeline ETF TPYP Stock Holding History

Mather Group’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
2025 Q4	–	Sell	-5,129	Closed	-$187K	–	1561
2025 Q3	$187K	Buy	+5,129	New	+$182K	﹤0.01%	639
2025 Q2	–	Sell	-5,080	Closed	-$185K	–	1628
2025 Q1	$185K	Buy	+5,080	New	+$181K	﹤0.01%	612
2024 Q3	–	Sell	-5,080	Closed	-$142K	–	2177
2024 Q2	$142K	Hold	5,080	–	–	﹤0.01%	704
2024 Q1	$132K	Buy	+5,080	New	+$134K	﹤0.01%	628

Other funds holding TPYP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ABTD

Arvest Bank Trust Division Dewey, Oklahoma $2.05B AUM 30.62% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

KMWM

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

Mather Group's TPYP Position: Q4 2025 in Review

Mather Group sold out of Tortoise North American Pipeline ETF (TPYP) in Q4 2025, closing a stake of 5,129 shares — an estimated $187K sold.

Mather Group first reported a position in TPYP in Q1 2024 and held it in 4 quarters. The position peaked at $187K in Q3 2025. 124 funds tracked by Wall St. Rank hold TPYP as of Q4 2025.

Mather Group reported no remaining Tortoise North American Pipeline ETF position as of Q4 2025 after selling out during the quarter.
Mather Group sold 5,129 Tortoise North American Pipeline ETF shares in Q4 2025, an estimated $187K.
Mather Group first reported a position in Tortoise North American Pipeline ETF in Q1 2024 and held it in 4 quarters.
Mather Group's Tortoise North American Pipeline ETF position peaked at $187K in Q3 2025.
124 funds tracked by Wall St. Rank held Tortoise North American Pipeline ETF as of Q4 2025.

Based on Mather Group's 13F filing for Q4 2025, filed 13 Jan 2026.