Smith & Howard Wealth Management’s Tortoise North American Pipeline ETF TPYP Stock Holding History

Smith & Howard 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	$3.98M	Buy	94,978 +916	+1%	+$38.7K	0.79%	26
2026 Q1	$3.98M	Sell	94,062 -20,134	-18%	-$795K	0.86%	24
2025 Q4	$4.03M	Buy	114,196 +8,405	+8%	+$297K	0.91%	24
2025 Q3	$3.86M	Sell	105,791 -38	-0%	-$1.35K	0.89%	24
2025 Q2	$3.78M	Sell	105,829 -1,710	-2%	-$60K	0.96%	22
2025 Q1	$3.91M	Sell	107,539 -4,011	-4%	-$143K	1.07%	20
2024 Q4	$3.8M	Sell	111,550 -6,509	-6%	-$221K	1.08%	20
2024 Q3	$3.7M	Sell	118,059 -11,290	-9%	-$343K	1.04%	22
2024 Q2	$3.73M	Buy	129,349 +3,681	+3%	+$103K	1.11%	23
2024 Q1	$3.51M	Buy	125,668 +11,813	+10%	+$312K	1.08%	24
2023 Q4	$2.95M	Sell	113,855 -11,075	-9%	-$280K	1.04%	24
2023 Q3	$3.05M	Buy	124,930 +5,633	+5%	+$141K	1.07%	24
2023 Q2	$2.94M	Sell	119,297 -1,513	-1%	-$36.9K	1.04%	23
2023 Q1	$2.94M	Buy	120,810 +8,447	+8%	+$210K	1.01%	23
2022 Q4	$2.77M	Sell	112,363 -5,702	-5%	-$143K	1.06%	23
2022 Q3	$2.73M	Buy	118,065 +5,143	+5%	+$131K	1.16%	21
2022 Q2	$2.74M	Buy	112,922 +3,725	+3%	+$98.2K	1.16%	23
2022 Q1	$2.89M	Sell	109,197 -29,737	-21%	-$726K	1.22%	22
2021 Q4	$3.09M	Buy	138,934 +7,096	+5%	+$161K	1.4%	20
2021 Q3	$2.87M	Buy	131,838 +9,106	+7%	+$199K	1.36%	20
2021 Q2	$2.77M	Sell	122,732 -1,822	-1%	-$40.1K	1.31%	21
2021 Q1	$2.52M	Sell	124,554 -6,007	-5%	-$116K	1.27%	21
2020 Q4	$2.26M	Buy	130,561 +18,440	+16%	+$309K	1.2%	21
2020 Q3	$1.68M	Buy	112,121 +21,041	+23%	+$348K	0.99%	23
2020 Q2	$1.5M	Sell	91,080 -30,959	-25%	-$506K	0.94%	23
2020 Q1	$1.66M	Sell	122,039 -181,541	-60%	-$3.7M	1.06%	23
2019 Q4	$7.13M	Buy	303,580 +243,646	+407%	+$5.53M	2.43%	13
2019 Q3	$1.4M	Buy	+59,934	New	+$1.41M	0.56%	28

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

Smith & Howard Wealth Management's TPYP Position: Q2 2026 in Review

Smith & Howard Wealth Management increased its Tortoise North American Pipeline ETF (TPYP) stake by 0.97% in Q2 2026, buying an estimated $38.7K and bringing the position to 94,978 shares worth $3.98M. The position accounts for 0.79% of the portfolio, ranked #26.

Smith & Howard Wealth Management first reported a position in TPYP in Q3 2019 and has held it in 28 quarters since. The position peaked at $7.13M in Q4 2019. 144 funds tracked by Wall St. Rank hold TPYP as of Q2 2026.

Smith & Howard Wealth Management held 94,978 shares of Tortoise North American Pipeline ETF worth $3.98M as of Q2 2026.
Smith & Howard Wealth Management bought 916 Tortoise North American Pipeline ETF shares in Q2 2026, an estimated $38.7K.
Tortoise North American Pipeline ETF made up 0.79% of Smith & Howard Wealth Management's portfolio in Q2 2026, its #26 holding.
Smith & Howard Wealth Management first reported a position in Tortoise North American Pipeline ETF in Q3 2019 and has held it in 28 quarters since.
Smith & Howard Wealth Management's Tortoise North American Pipeline ETF position peaked at $7.13M in Q4 2019.
144 funds tracked by Wall St. Rank held Tortoise North American Pipeline ETF as of Q2 2026.

Based on Smith & Howard Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.