Principal Securities’s Tortoise North American Pipeline ETF TPYP Stock Holding History

Principal Securities’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	-987	Closed	-$36K	–	3336
2025 Q3	$36K	Sell	987 -46	-4%	-$1.63K	﹤0.01%	2121
2025 Q2	$36.9K	Sell	1,033 -2,430	-70%	-$85.2K	﹤0.01%	2022
2025 Q1	$118K	Hold	3,463	–	–	﹤0.01%	1356
2024 Q4	$118K	Sell	3,463 -28	-0.8%	-$952	﹤0.01%	1356
2024 Q3	$110K	Sell	3,491 -145	-4%	-$4.4K	﹤0.01%	1358
2024 Q2	$105K	Buy	3,636 +63	+2%	+$1.77K	﹤0.01%	1306
2024 Q1	$99.9K	Buy	3,573 +2,291	+179%	+$60.5K	﹤0.01%	1277
2023 Q4	$33.3K	Buy	+1,282	New	+$32.4K	﹤0.01%	1668

Other funds holding TPYP

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

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

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

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

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

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

Arvest Investments Rogers, Arkansas $733M AUM 15.09% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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