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

Summit 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
2026
Q2 		$837K Sell
19,960
-508
-2% -$21.5K 0.12% 125
2026
Q1 		$867K Sell
20,468
-406
-2% -$16K 0.14% 112
2025
Q4 		$737K Sell
20,874
-433
-2% -$15.3K 0.14% 98
2025
Q3 		$777K Sell
21,307
-132
-0.6% -$4.68K 0.14% 100
2025
Q2 		$766K Buy
21,439
+8
+0% +$281 0.15% 94
2025
Q1 		$779K Buy
21,431
+16
+0.1% +$570 0.16% 95
2024
Q4 		$730K Sell
21,415
-447
-2% -$15.2K 0.15% 95
2024
Q3 		$686K Sell
21,862
-221
-1% -$6.71K 0.13% 114
2024
Q2 		$637K Sell
22,083
-10,160
-32% -$285K 0.13% 113
2024
Q1 		$902K Sell
32,243
-3,452
-10% -$91.1K 0.19% 85
2023
Q4 		$926K Sell
35,695
-1,837
-5% -$46.5K 0.21% 74
2023
Q3 		$918K Sell
37,532
-21
-0.1% -$527 0.23% 66
2023
Q2 		$926K Sell
37,553
-382
-1% -$9.31K 0.23% 67
2023
Q1 		$923K Sell
37,935
-161
-0.4% -$4.01K 0.24% 67
2022
Q4 		$941K Sell
38,096
-118
-0.3% -$2.95K 0.25% 65
2022
Q3 		$883K Sell
38,214
-101
-0.3% -$2.57K 0.25% 62
2022
Q2 		$929K Buy
38,315
+8,787
+30% +$232K 0.25% 58
2022
Q1 		$782K Buy
29,528
+3,457
+13% +$84.4K 0.18% 68
2021
Q4 		$580K Sell
26,071
-2,098
-7% -$47.6K 0.12% 84
2021
Q3 		$614K Sell
28,169
-2,178
-7% -$47.6K 0.15% 79
2021
Q2 		$684K Sell
30,347
-984
-3% -$21.7K 0.16% 76
2021
Q1 		$635K Sell
31,331
-2,912
-9% -$56.1K 0.16% 77
2020
Q4 		$593K Buy
34,243
+150
+0.4% +$2.52K 0.16% 79
2020
Q3 		$511K Buy
34,093
+937
+3% +$15.5K 0.15% 89
2020
Q2 		$548K Buy
33,156
+47
+0.1% +$768 0.18% 81
2020
Q1 		$450K Sell
33,109
-25,611
-44% -$522K 0.18% 67
2019
Q4 		$1.38M Buy
+58,720
New +$1.33M 0.48% 39

Other funds holding TPYP

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
KMWM
Keudell/Morrison Wealth Management Salem, Oregon $529M AUM
AI
Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return
TSWM
Triangle Securities Wealth Management Raleigh, North Carolina $504M AUM 28.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ES
Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
MSWA
Marshall & Sterling Wealth Advisors Poughkeepsie, New York $169M AUM 17.92% 1-Year Est. Return

Summit Wealth Partners's TPYP Position: Q2 2026 in Review

Summit Wealth Partners reduced its Tortoise North American Pipeline ETF (TPYP) stake by 2.5% in Q2 2026, selling an estimated $21.5K and leaving 19,960 shares worth $837K. The position accounts for 0.12% of the portfolio, ranked #125.

Summit Wealth Partners first reported a position in TPYP in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.38M in Q4 2019. 66 funds tracked by Wall St. Rank hold TPYP as of Q2 2026.

  • Summit Wealth Partners held 19,960 shares of Tortoise North American Pipeline ETF worth $837K as of Q2 2026.
  • Summit Wealth Partners sold 508 Tortoise North American Pipeline ETF shares in Q2 2026, an estimated $21.5K.
  • Tortoise North American Pipeline ETF made up 0.12% of Summit Wealth Partners's portfolio in Q2 2026, its #125 holding.
  • Summit Wealth Partners first reported a position in Tortoise North American Pipeline ETF in Q4 2019 and has held it in 27 quarters since.
  • Summit Wealth Partners's Tortoise North American Pipeline ETF position peaked at $1.38M in Q4 2019.
  • 66 funds tracked by Wall St. Rank held Tortoise North American Pipeline ETF as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.