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

Strategies Wealth Advisors’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	$377K	Hold	8,895	–	–	0.04%	122
2025 Q4	$314K	Hold	8,895	–	–	0.03%	137
2025 Q3	$324K	Hold	8,895	–	–	0.03%	140
2025 Q2	$318K	Hold	8,895	–	–	0.03%	136
2025 Q1	$324K	Hold	8,895	–	–	0.04%	132
2024 Q4	$318K	Hold	8,895	–	–	0.04%	100
2024 Q3	$279K	Hold	8,895	–	–	0.04%	80
2024 Q2	$256K	Hold	8,895	–	–	0.04%	78
2024 Q1	$249K	Buy	8,895 +205	+2%	+$5.41K	0.04%	83
2023 Q4	$225K	Hold	8,690	–	–	0.04%	79
2023 Q3	$212K	Buy	8,690 +105	+1%	+$2.63K	0.04%	74
2023 Q2	$212K	Buy	8,585 +118	+1%	+$2.88K	0.04%	79
2023 Q1	$206K	Buy	8,467 +116	+1%	+$2.89K	0.05%	73
2022 Q4	$206K	Buy	+8,351	New	+$209K	0.05%	74

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

Strategies Wealth Advisors's TPYP Position: Q1 2026 in Review

Strategies Wealth Advisors held its Tortoise North American Pipeline ETF (TPYP) position steady in Q1 2026 at 8,895 shares worth $377K. The position accounts for 0.04% of the portfolio, ranked #122.

Strategies Wealth Advisors first reported a position in TPYP in Q4 2022 and has held it in 14 quarters since. 146 funds tracked by Wall St. Rank hold TPYP as of Q1 2026.

Strategies Wealth Advisors held 8,895 shares of Tortoise North American Pipeline ETF worth $377K as of Q1 2026.
Strategies Wealth Advisors left its Tortoise North American Pipeline ETF share count unchanged in Q1 2026.
Tortoise North American Pipeline ETF made up 0.04% of Strategies Wealth Advisors's portfolio in Q1 2026, its #122 holding.
Strategies Wealth Advisors first reported a position in Tortoise North American Pipeline ETF in Q4 2022 and has held it in 14 quarters since.
146 funds tracked by Wall St. Rank held Tortoise North American Pipeline ETF as of Q1 2026.

Based on Strategies Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.