Patriot Financial Group Insurance Agency’s Tortoise North American Pipeline ETF TPYP Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q1	–	Sell	-576	Closed	-$13K	–	2242
2021 Q4	$13K	Sell	576 -250	-30%	-$5.67K	﹤0.01%	1401
2021 Q3	$18K	Buy	826 +8	+1%	+$175	﹤0.01%	1268
2021 Q2	$18K	Buy	818 +7	+0.9%	+$154	﹤0.01%	1235
2021 Q1	$16K	Buy	811 +14	+2%	+$270	﹤0.01%	1200
2020 Q4	$14K	Buy	+797	New	+$13.4K	﹤0.01%	1114

Other funds holding TPYP

Arvest Trust Bartlesville, Oklahoma $1.68B AUM 14.24% 1-Year Est. Return

Busey Bank Urbana, Illinois $3.68B AUM 26.6% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Patriot Financial Group Insurance Agency's TPYP Position: Q1 2022 in Review

Patriot Financial Group Insurance Agency sold out of Tortoise North American Pipeline ETF (TPYP) in Q1 2022, closing a stake of 576 shares — an estimated $13K sold.

Patriot Financial Group Insurance Agency first reported a position in TPYP in Q4 2020 and held it in 5 quarters. The position peaked at $18K in Q3 2021. 83 funds tracked by Wall St. Rank hold TPYP as of Q1 2022.

Patriot Financial Group Insurance Agency reported no remaining Tortoise North American Pipeline ETF position as of Q1 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 576 Tortoise North American Pipeline ETF shares in Q1 2022, an estimated $13K.
Patriot Financial Group Insurance Agency first reported a position in Tortoise North American Pipeline ETF in Q4 2020 and held it in 5 quarters.
Patriot Financial Group Insurance Agency's Tortoise North American Pipeline ETF position peaked at $18K in Q3 2021.
83 funds tracked by Wall St. Rank held Tortoise North American Pipeline ETF as of Q1 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2022, filed 11 May 2022.