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 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 $1.89T 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

Root Financial Partners's TPYP Position: Q2 2026 in Review

Root Financial Partners sold out of Tortoise North American Pipeline ETF (TPYP) in Q2 2026, closing a stake of 182 shares — an estimated $7.71K sold.

Root Financial Partners first reported a position in TPYP in Q3 2025 and held it in 3 quarters. The position peaked at $7.71K in Q1 2026. 145 funds tracked by Wall St. Rank hold TPYP as of Q2 2026.

Root Financial Partners reported no remaining Tortoise North American Pipeline ETF position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 182 Tortoise North American Pipeline ETF shares in Q2 2026, an estimated $7.71K.
Root Financial Partners first reported a position in Tortoise North American Pipeline ETF in Q3 2025 and held it in 3 quarters.
Root Financial Partners's Tortoise North American Pipeline ETF position peaked at $7.71K in Q1 2026.
145 funds tracked by Wall St. Rank held Tortoise North American Pipeline ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.