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Summit Financial’s Tortoise North American Pipeline ETF TPYP Stock Holding History

Summit Financial’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 		$515K Hold
12,157
– – 0.01% 985
2025
Q4 		$433K Sell
12,157
-710
-6% -$25.1K 0.01% 937
2025
Q3 		$469K Buy
+12,867
New +$456K 0.01% 904

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
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
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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Summit Financial's TPYP Position: Q1 2026 in Review

Summit Financial held its Tortoise North American Pipeline ETF (TPYP) position steady in Q1 2026 at 12,157 shares worth $515K. The position accounts for 0.01% of the portfolio, ranked #985.

Summit Financial first reported a position in TPYP in Q3 2025 and has held it in 3 quarters since. 146 funds tracked by Wall St. Rank hold TPYP as of Q1 2026.

  • Summit Financial held 12,157 shares of Tortoise North American Pipeline ETF worth $515K as of Q1 2026.
  • Summit Financial left its Tortoise North American Pipeline ETF share count unchanged in Q1 2026.
  • Tortoise North American Pipeline ETF made up 0.01% of Summit Financial's portfolio in Q1 2026, its #985 holding.
  • Summit Financial first reported a position in Tortoise North American Pipeline ETF in Q3 2025 and has held it in 3 quarters since.
  • 146 funds tracked by Wall St. Rank held Tortoise North American Pipeline ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.