SW
TPYP icon

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

SteelPeak Wealth’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
2025
Q3 		– Sell
-10,429
Closed -$373K – 661
2025
Q2 		$373K Buy
10,429
+679
+7% +$23.8K 0.01% 393
2025
Q1 		$355K Buy
+9,750
New +$347K 0.01% 394

Other funds holding TPYP

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
AI
Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BB
Busey Bank Urbana, Illinois $3.68B AUM 26.6% 1-Year Est. Return

SteelPeak Wealth's TPYP Position: Q3 2025 in Review

SteelPeak Wealth sold out of Tortoise North American Pipeline ETF (TPYP) in Q3 2025, closing a stake of 10,429 shares — an estimated $373K sold.

SteelPeak Wealth first reported a position in TPYP in Q1 2025 and held it in 2 quarters. The position peaked at $373K in Q2 2025. 128 funds tracked by Wall St. Rank hold TPYP as of Q3 2025.

  • SteelPeak Wealth reported no remaining Tortoise North American Pipeline ETF position as of Q3 2025 after selling out during the quarter.
  • SteelPeak Wealth sold 10,429 Tortoise North American Pipeline ETF shares in Q3 2025, an estimated $373K.
  • SteelPeak Wealth first reported a position in Tortoise North American Pipeline ETF in Q1 2025 and held it in 2 quarters.
  • SteelPeak Wealth's Tortoise North American Pipeline ETF position peaked at $373K in Q2 2025.
  • 128 funds tracked by Wall St. Rank held Tortoise North American Pipeline ETF as of Q3 2025.

Based on SteelPeak Wealth's 13F filing for Q3 2025, filed 21 Oct 2025.