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 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 $1.66T AUM 25.57% 1-Year Est. Return

ABTD

Arvest Bank Trust Division Dewey, Oklahoma $1.84B AUM 20.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $1.94B AUM 21.65% 1-Year Est. Return

Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Root Financial Partners's TPYP Position: Q1 2026 in Review

Root Financial Partners held its Tortoise North American Pipeline ETF (TPYP) position steady in Q1 2026 at 182 shares worth $7.71K. The position accounts for ﹤0.01% of the portfolio, ranked #1781.

Root Financial Partners first reported a position in TPYP in Q3 2025 and has held it in 3 quarters since. 146 funds tracked by Wall St. Rank hold TPYP as of Q1 2026.

Root Financial Partners held 182 shares of Tortoise North American Pipeline ETF worth $7.71K as of Q1 2026.
Root Financial Partners left its Tortoise North American Pipeline ETF share count unchanged in Q1 2026.
Tortoise North American Pipeline ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1781 holding.
Root Financial Partners first reported a position in Tortoise North American Pipeline ETF in Q3 2025 and has held it in 3 quarters since.
146 funds tracked by Wall St. Rank held Tortoise North American Pipeline ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.