Segment Wealth Management’s Tortoise North American Pipeline ETF TPYP Stock Holding History

Segment Wealth Management’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	$234K	Hold	5,570	–	–	0.01%	296
2026 Q1	$236K	Buy	+5,570	New	+$220K	0.01%	284
2025 Q4	–	Sell	-5,570	Closed	-$203K	–	322
2025 Q3	$203K	Buy	+5,570	New	+$197K	0.01%	280
2025 Q2	–	Sell	-5,570	Closed	-$203K	–	294
2025 Q1	$203K	Buy	+5,570	New	+$198K	0.01%	276
2023 Q1	–	Sell	-52,270	Closed	-$1.29M	–	222
2022 Q4	$1.29M	Buy	52,270 +39,000	+294%	+$975K	0.15%	96
2022 Q3	$307K	Sell	13,270 -1,500	-10%	-$38.2K	0.04%	180
2022 Q2	$358K	Hold	14,770	–	–	0.05%	169
2022 Q1	$391K	Hold	14,770	–	–	0.04%	187
2021 Q4	$328K	Hold	14,770	–	–	0.03%	202
2021 Q3	$322K	Hold	14,770	–	–	0.04%	184
2021 Q2	$333K	Hold	14,770	–	–	0.04%	191
2021 Q1	$299K	Hold	14,770	–	–	0.04%	190
2020 Q4	$256K	Sell	14,770 -100	-0.7%	-$1.68K	0.04%	193
2020 Q3	$223K	Sell	14,870 -1,530	-9%	-$25.3K	0.04%	190
2020 Q2	$271K	Buy	+16,400	New	+$268K	0.05%	172

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

Segment Wealth Management's TPYP Position: Q2 2026 in Review

Segment Wealth Management held its Tortoise North American Pipeline ETF (TPYP) position steady in Q2 2026 at 5,570 shares worth $234K. The position accounts for 0.01% of the portfolio, ranked #296.

Segment Wealth Management first reported a position in TPYP in Q2 2020 and has held it in 15 quarters since. The position peaked at $1.29M in Q4 2022. 144 funds tracked by Wall St. Rank hold TPYP as of Q2 2026.

Segment Wealth Management held 5,570 shares of Tortoise North American Pipeline ETF worth $234K as of Q2 2026.
Segment Wealth Management left its Tortoise North American Pipeline ETF share count unchanged in Q2 2026.
Tortoise North American Pipeline ETF made up 0.01% of Segment Wealth Management's portfolio in Q2 2026, its #296 holding.
Segment Wealth Management first reported a position in Tortoise North American Pipeline ETF in Q2 2020 and has held it in 15 quarters since.
Segment Wealth Management's Tortoise North American Pipeline ETF position peaked at $1.29M in Q4 2022.
144 funds tracked by Wall St. Rank held Tortoise North American Pipeline ETF as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.