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

Principia Wealth Advisory’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	$82.6K	Sell	1,970 -341	-15%	-$14.4K	0.04%	116
2026 Q1	$98K	Sell	2,311 -940	-29%	-$37.1K	0.06%	111
2025 Q4	$115K	Buy	3,251 +20	+0.6%	+$707	0.07%	94
2025 Q3	$118K	Buy	3,231 +25	+0.8%	+$886	0.08%	92
2025 Q2	$114K	Buy	3,206 +20	+0.6%	+$701	0.1%	86
2025 Q1	$107K	Sell	3,186 -959	-23%	-$34.2K	0.1%	68
2024 Q4	$141K	Buy	+4,145	New	+$141K	0.13%	56

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

PFBT

Parkside Financial Bank & Trust Saint Louis, Missouri $1.47B AUM 24.26% 1-Year Est. Return

Principia Wealth Advisory's TPYP Position: Q2 2026 in Review

Principia Wealth Advisory reduced its Tortoise North American Pipeline ETF (TPYP) stake by 15% in Q2 2026, selling an estimated $14.4K and leaving 1,970 shares worth $82.6K. The position accounts for 0.04% of the portfolio, ranked #116.

Principia Wealth Advisory first reported a position in TPYP in Q4 2024 and has held it in 7 quarters since. The position peaked at $141K in Q4 2024. 146 funds tracked by Wall St. Rank hold TPYP as of Q2 2026.

Principia Wealth Advisory held 1,970 shares of Tortoise North American Pipeline ETF worth $82.6K as of Q2 2026.
Principia Wealth Advisory sold 341 Tortoise North American Pipeline ETF shares in Q2 2026, an estimated $14.4K.
Tortoise North American Pipeline ETF made up 0.04% of Principia Wealth Advisory's portfolio in Q2 2026, its #116 holding.
Principia Wealth Advisory first reported a position in Tortoise North American Pipeline ETF in Q4 2024 and has held it in 7 quarters since.
Principia Wealth Advisory's Tortoise North American Pipeline ETF position peaked at $141K in Q4 2024.
146 funds tracked by Wall St. Rank held Tortoise North American Pipeline ETF as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.