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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
Q2 		$517K Buy
12,337
+180
+1% +$7.61K 0.01% 1075
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 $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return
KMWM
Keudell/Morrison Wealth Management Salem, Oregon $529M AUM
AI
Arvest Investments Lowell, Arkansas $827M AUM 21.19% 1-Year Est. Return
PFBT
Parkside Financial Bank & Trust Saint Louis, Missouri $1.47B AUM 24.26% 1-Year Est. Return

Summit Financial's TPYP Position: Q2 2026 in Review

Summit Financial increased its Tortoise North American Pipeline ETF (TPYP) stake by 1.5% in Q2 2026, buying an estimated $7.61K and bringing the position to 12,337 shares worth $517K. The position accounts for 0.01% of the portfolio, ranked #1075.

Summit Financial first reported a position in TPYP in Q3 2025 and has held it in 4 quarters since. 145 funds tracked by Wall St. Rank hold TPYP as of Q2 2026.

  • Summit Financial held 12,337 shares of Tortoise North American Pipeline ETF worth $517K as of Q2 2026.
  • Summit Financial bought 180 Tortoise North American Pipeline ETF shares in Q2 2026, an estimated $7.61K.
  • Tortoise North American Pipeline ETF made up 0.01% of Summit Financial's portfolio in Q2 2026, its #1075 holding.
  • Summit Financial first reported a position in Tortoise North American Pipeline ETF in Q3 2025 and has held it in 4 quarters since.
  • 145 funds tracked by Wall St. Rank held Tortoise North American Pipeline ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.