Root Financial Partners’s Tortoise North American Pipeline ETF TPYP Stock Holding History

Root Financial Partners’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	$7.26K	Buy	+182	New	+$7.77K	﹤0.01%	2070
2026 Q2	–	Sell	-182	Closed	-$7.71K	–	2951
2026 Q1	$7.71K	Hold	182	–	–	﹤0.01%	1781
2025 Q4	$6.42K	Sell	182 -2	-1%	-$71	﹤0.01%	1683
2025 Q3	$6.71K	Buy	+184	New	+$6.52K	﹤0.01%	1606

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

Root Financial Partners's TPYP Position: Q3 2026 in Review

Root Financial Partners opened a new position in Tortoise North American Pipeline ETF (TPYP) in Q3 2026: 182 shares worth $7.26K. The stake represents ﹤0.01% of the portfolio and ranks #2070 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in TPYP as recently as Q1 2026.

Root Financial Partners first reported a position in TPYP in Q3 2025 and has held it in 4 quarters since. The position peaked at $7.71K in Q1 2026. 127 funds tracked by Wall St. Rank hold TPYP as of Q3 2026.

Root Financial Partners held 182 shares of Tortoise North American Pipeline ETF worth $7.26K as of Q3 2026.
Tortoise North American Pipeline ETF was a new Root Financial Partners position in Q3 2026.
Tortoise North American Pipeline ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2070 holding.
Root Financial Partners first reported a position in Tortoise North American Pipeline ETF in Q3 2025 and has held it in 4 quarters since.
Root Financial Partners's Tortoise North American Pipeline ETF position peaked at $7.71K in Q1 2026.
127 funds tracked by Wall St. Rank held Tortoise North American Pipeline ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.