Steward Partners Investment Advisory’s Tortoise North American Pipeline ETF TPYP Stock Holding History

Steward Partners Investment Advisory’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	$321K	Buy	7,647 +52	+0.7%	+$2.2K	﹤0.01%	1965
2026 Q1	$322K	Buy	7,595 +3,010	+66%	+$119K	﹤0.01%	1774
2025 Q4	$162K	Sell	4,585 -900	-16%	-$31.8K	﹤0.01%	2028
2025 Q3	$200K	Buy	5,485 +100	+2%	+$3.55K	﹤0.01%	1872
2025 Q2	$192K	Buy	5,385 +50	+0.9%	+$1.75K	﹤0.01%	1782
2025 Q1	$194K	Buy	5,335 +1,259	+31%	+$44.9K	﹤0.01%	1664
2024 Q4	$139K	Buy	4,076 +295	+8%	+$10K	﹤0.01%	1805
2024 Q3	$119K	Buy	3,781 +856	+29%	+$26K	﹤0.01%	1795
2024 Q2	$84.3K	Hold	2,925	–	–	﹤0.01%	1862
2024 Q1	$81.8K	Hold	2,925	–	–	﹤0.01%	1865
2023 Q4	$75.9K	Sell	2,925 -937	-24%	-$23.7K	﹤0.01%	1804
2023 Q3	$94.4K	Hold	3,862	–	–	﹤0.01%	1595
2023 Q2	$95.2K	Buy	3,862 +937	+32%	+$22.8K	﹤0.01%	1603
2023 Q1	$71.1K	Hold	2,925	–	–	﹤0.01%	1718
2022 Q4	$72.2K	Hold	2,925	–	–	﹤0.01%	1688
2022 Q3	$68K	Buy	2,925 +545	+23%	+$13.9K	﹤0.01%	1650
2022 Q2	$58K	Hold	2,380	–	–	﹤0.01%	1736
2022 Q1	$63K	Hold	2,380	–	–	﹤0.01%	1804
2021 Q4	$53K	Hold	2,380	–	–	﹤0.01%	1879
2021 Q3	$52K	Buy	+2,380	New	+$52K	﹤0.01%	1879
2021 Q2	–	Sell	-6,500	Closed	-$132K	–	7397
2021 Q1	$132K	Buy	6,500 +1,750	+37%	+$33.7K	﹤0.01%	1484
2020 Q4	$82K	Buy	+4,750	New	+$79.7K	﹤0.01%	1447

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

Steward Partners Investment Advisory's TPYP Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Tortoise North American Pipeline ETF (TPYP) stake by 0.68% in Q2 2026, buying an estimated $2.2K and bringing the position to 7,647 shares worth $321K. The position accounts for ﹤0.01% of the portfolio, ranked #1965.

Steward Partners Investment Advisory first reported a position in TPYP in Q4 2020 and has held it in 22 quarters since. The position peaked at $322K in Q1 2026. 144 funds tracked by Wall St. Rank hold TPYP as of Q2 2026.

Steward Partners Investment Advisory held 7,647 shares of Tortoise North American Pipeline ETF worth $321K as of Q2 2026.
Steward Partners Investment Advisory bought 52 Tortoise North American Pipeline ETF shares in Q2 2026, an estimated $2.2K.
Tortoise North American Pipeline ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1965 holding.
Steward Partners Investment Advisory first reported a position in Tortoise North American Pipeline ETF in Q4 2020 and has held it in 22 quarters since.
Steward Partners Investment Advisory's Tortoise North American Pipeline ETF position peaked at $322K in Q1 2026.
144 funds tracked by Wall St. Rank held Tortoise North American Pipeline ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.