NW
TPYP icon

NewEdge Wealth’s Tortoise North American Pipeline ETF TPYP Stock Holding History

NewEdge Wealth’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 		$675K Sell
15,937
-3,517
-18% -$139K 0.01% 726
2025
Q4 		$687K Hold
19,454
– – 0.01% 736
2025
Q3 		$667K Buy
+19,454
New +$690K 0.01% 666

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

NewEdge Wealth's TPYP Position: Q1 2026 in Review

NewEdge Wealth reduced its Tortoise North American Pipeline ETF (TPYP) stake by 18% in Q1 2026, selling an estimated $139K and leaving 15,937 shares worth $675K. The position accounts for 0.01% of the portfolio, ranked #726.

NewEdge Wealth first reported a position in TPYP in Q3 2025 and has held it in 3 quarters since. The position peaked at $687K in Q4 2025. 146 funds tracked by Wall St. Rank hold TPYP as of Q1 2026.

  • NewEdge Wealth held 15,937 shares of Tortoise North American Pipeline ETF worth $675K as of Q1 2026.
  • NewEdge Wealth sold 3,517 Tortoise North American Pipeline ETF shares in Q1 2026, an estimated $139K.
  • Tortoise North American Pipeline ETF made up 0.01% of NewEdge Wealth's portfolio in Q1 2026, its #726 holding.
  • NewEdge Wealth first reported a position in Tortoise North American Pipeline ETF in Q3 2025 and has held it in 3 quarters since.
  • NewEdge Wealth's Tortoise North American Pipeline ETF position peaked at $687K in Q4 2025.
  • 146 funds tracked by Wall St. Rank held Tortoise North American Pipeline ETF as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.