SWP
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Stratos Wealth Partners’s Tortoise North American Pipeline ETF TPYP Stock Holding History

Stratos Wealth Partners’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
2024
Q4 		– Sell
-9,759
Closed -$306K – 1541
2024
Q3 		$306K Buy
+9,759
New +$296K ﹤0.01% 1142

Other funds holding TPYP

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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
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
AI
Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stratos Wealth Partners's TPYP Position: Q4 2024 in Review

Stratos Wealth Partners sold out of Tortoise North American Pipeline ETF (TPYP) in Q4 2024, closing a stake of 9,759 shares — an estimated $306K sold.

Stratos Wealth Partners first reported a position in TPYP in Q3 2024 and held it in 1 quarter. The position peaked at $306K in Q3 2024. 117 funds tracked by Wall St. Rank hold TPYP as of Q4 2024.

  • Stratos Wealth Partners reported no remaining Tortoise North American Pipeline ETF position as of Q4 2024 after selling out during the quarter.
  • Stratos Wealth Partners sold 9,759 Tortoise North American Pipeline ETF shares in Q4 2024, an estimated $306K.
  • Stratos Wealth Partners first reported a position in Tortoise North American Pipeline ETF in Q3 2024 and held it in 1 quarter.
  • Stratos Wealth Partners's Tortoise North American Pipeline ETF position peaked at $306K in Q3 2024.
  • 117 funds tracked by Wall St. Rank held Tortoise North American Pipeline ETF as of Q4 2024.

Based on Stratos Wealth Partners's 13F filing for Q4 2024, filed 27 Jan 2025.