Private Trust Company’s Tortoise North American Pipeline ETF TPYP Stock Holding History

Private Trust Company’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	$224K	Sell	5,354 -2,274	-30%	-$96.1K	0.02%	772
2026 Q1	$323K	Buy	7,628 +3,028	+66%	+$120K	0.03%	590
2025 Q4	$162K	Hold	4,600	–	–	0.01%	836
2025 Q3	$168K	Buy	+4,600	New	+$163K	0.01%	817
2025 Q2	–	Sell	-4,600	Closed	-$167K	–	2582
2025 Q1	$167K	Hold	4,600	–	–	0.02%	768
2024 Q4	$157K	Buy	+4,600	New	+$156K	0.02%	779
2017 Q1	–	Sell	-9,831	Closed	-$232K	–	371
2016 Q4	$232K	Buy	+9,831	New	+$227K	0.06%	286

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

Private Trust Company's TPYP Position: Q2 2026 in Review

Private Trust Company reduced its Tortoise North American Pipeline ETF (TPYP) stake by 30% in Q2 2026, selling an estimated $96.1K and leaving 5,354 shares worth $224K. The position accounts for 0.02% of the portfolio, ranked #772.

Private Trust Company first reported a position in TPYP in Q4 2016 and has held it in 7 quarters since. The position peaked at $323K in Q1 2026. 144 funds tracked by Wall St. Rank hold TPYP as of Q2 2026.

Private Trust Company held 5,354 shares of Tortoise North American Pipeline ETF worth $224K as of Q2 2026.
Private Trust Company sold 2,274 Tortoise North American Pipeline ETF shares in Q2 2026, an estimated $96.1K.
Tortoise North American Pipeline ETF made up 0.02% of Private Trust Company's portfolio in Q2 2026, its #772 holding.
Private Trust Company first reported a position in Tortoise North American Pipeline ETF in Q4 2016 and has held it in 7 quarters since.
Private Trust Company's Tortoise North American Pipeline ETF position peaked at $323K in Q1 2026.
144 funds tracked by Wall St. Rank held Tortoise North American Pipeline ETF as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.