Raymond James Financial’s Tortoise North American Pipeline ETF TPYP Stock Holding History

Raymond James Financial’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 Q3	$7.23M	Sell	181,247 -8,968	-5%	-$383K	﹤0.01%	2420
2026 Q2	$7.98M	Sell	190,215 -46,181	-20%	-$1.95M	﹤0.01%	2354
2026 Q1	$10M	Buy	236,396 +23,760	+11%	+$939K	﹤0.01%	2021
2025 Q4	$7.5M	Sell	212,636 -514	-0.2%	-$18.2K	﹤0.01%	2201
2025 Q3	$7.77M	Sell	213,150 -20,479	-9%	-$726K	﹤0.01%	2118
2025 Q2	$8.35M	Buy	233,629 +4,943	+2%	+$173K	﹤0.01%	2003
2025 Q1	$8.32M	Sell	228,686 -1,831	-0.8%	-$65.2K	﹤0.01%	1964
2024 Q4	$7.86M	Buy	+230,517	New	+$7.84M	﹤0.01%	2025

Other funds holding TPYP

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return

Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $2.21B AUM 20.98% 1-Year Est. Return

KMWM

Keudell/Morrison Wealth Management Salem, Oregon $562M AUM 21.01% 1-Year Est. Return

Arvest Investments Lowell, Arkansas $835M AUM 13.48% 1-Year Est. Return

Parkside Financial Bank & Trust Saint Louis, Missouri $1.51B AUM 17.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Busey Bank Urbana, Illinois $4.17B AUM 25.7% 1-Year Est. Return

Raymond James Financial's TPYP Position: Q3 2026 in Review

Raymond James Financial reduced its Tortoise North American Pipeline ETF (TPYP) stake by 4.7% in Q3 2026, selling an estimated $383K and leaving 181,247 shares worth $7.23M. The position accounts for ﹤0.01% of the portfolio, ranked #2420.

Raymond James Financial first reported a position in TPYP in Q4 2024 and has held it in 8 quarters since. The position peaked at $10M in Q1 2026. 127 funds tracked by Wall St. Rank hold TPYP as of Q3 2026.

Raymond James Financial held 181,247 shares of Tortoise North American Pipeline ETF worth $7.23M as of Q3 2026.
Raymond James Financial sold 8,968 Tortoise North American Pipeline ETF shares in Q3 2026, an estimated $383K.
Tortoise North American Pipeline ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q3 2026, its #2420 holding.
Raymond James Financial first reported a position in Tortoise North American Pipeline ETF in Q4 2024 and has held it in 8 quarters since.
Raymond James Financial's Tortoise North American Pipeline ETF position peaked at $10M in Q1 2026.
127 funds tracked by Wall St. Rank held Tortoise North American Pipeline ETF as of Q3 2026.

Based on Raymond James Financial's 13F filing for Q3 2026, filed 12 Nov 2026.