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

Primoris 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	–	Sell	-5,500	Closed	-$233K	–	134
2026 Q1	$233K	Buy	+5,500	New	+$217K	0.16%	84

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Primoris Wealth Advisors's TPYP Position: Q2 2026 in Review

Primoris Wealth Advisors sold out of Tortoise North American Pipeline ETF (TPYP) in Q2 2026, closing a stake of 5,500 shares — an estimated $233K sold.

Primoris Wealth Advisors first reported a position in TPYP in Q1 2026 and held it in 1 quarter. The position peaked at $233K in Q1 2026. 144 funds tracked by Wall St. Rank hold TPYP as of Q2 2026.

Primoris Wealth Advisors reported no remaining Tortoise North American Pipeline ETF position as of Q2 2026 after selling out during the quarter.
Primoris Wealth Advisors sold 5,500 Tortoise North American Pipeline ETF shares in Q2 2026, an estimated $233K.
Primoris Wealth Advisors first reported a position in Tortoise North American Pipeline ETF in Q1 2026 and held it in 1 quarter.
Primoris Wealth Advisors's Tortoise North American Pipeline ETF position peaked at $233K in Q1 2026.
144 funds tracked by Wall St. Rank held Tortoise North American Pipeline ETF as of Q2 2026.

Based on Primoris Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.