Traphagen Investment Advisors’s Tortoise North American Pipeline ETF TPYP Stock Holding History

Traphagen Investment 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 Q2	$37.1M	Buy	885,428 +19,602	+2%	+$828K	2.65%	10
2026 Q1	$36.7M	Buy	865,826 +128,053	+17%	+$5.06M	2.97%	7
2025 Q4	$26M	Buy	737,773 +33,014	+5%	+$1.17M	2.14%	11
2025 Q3	$25.7M	Buy	704,759 +7,171	+1%	+$254K	2.21%	10
2025 Q2	$24.9M	Buy	697,588 +5,417	+0.8%	+$190K	2.36%	9
2025 Q1	$25.2M	Sell	692,171 -44,829	-6%	-$1.6M	2.63%	9
2024 Q4	$25.1M	Sell	737,000 -14,278	-2%	-$485K	2.56%	10
2024 Q3	$23.6M	Sell	751,278 -13,019	-2%	-$395K	2.38%	10
2024 Q2	$22M	Sell	764,297 -75,655	-9%	-$2.13M	2.39%	11
2024 Q1	$23.5M	Sell	839,952 -583,780	-41%	-$15.4M	2.5%	12
2023 Q4	$36.9M	Sell	1,423,732 -4,141	-0.3%	-$105K	4.33%	5
2023 Q3	$34.9M	Buy	1,427,873 +65,246	+5%	+$1.64M	4.43%	8
2023 Q2	$33.6M	Buy	1,362,627 +22,644	+2%	+$552K	4.36%	8
2023 Q1	$32.6M	Buy	1,339,983 +33,220	+3%	+$828K	4.79%	6
2022 Q4	$32.3M	Sell	1,306,763 -2,217	-0.2%	-$55.5K	5.07%	6
2022 Q3	$30.2M	Sell	1,308,980 -75,767	-5%	-$1.93M	5.55%	4
2022 Q2	$33.6M	Sell	1,384,747 -147,634	-10%	-$3.89M	6.12%	3
2022 Q1	$40.6M	Sell	1,532,381 -210,448	-12%	-$5.14M	6.57%	4
2021 Q4	$38.7M	Sell	1,742,829 -130,466	-7%	-$2.96M	6.35%	5
2021 Q3	$40.8M	Buy	1,873,295 +1,872,695	+312,116%	+$40.9M	7.33%	4
2021 Q2	$207K	Buy	+600	New	+$13.2K	0.04%	133
2020 Q3	–	Sell	-1,712,337	Closed	-$28.3M	–	152
2020 Q2	$28.3M	Sell	1,712,337 -62,200	-4%	-$1.02M	6.4%	3
2020 Q1	$24.1M	Buy	1,774,537 +660,037	+59%	+$13.5M	6.46%	3
2019 Q4	$26.2M	Buy	1,114,500 +31,834	+3%	+$723K	6.25%	3
2019 Q3	$25.3M	Buy	1,082,666 +10,313	+1%	+$242K	6.6%	3
2019 Q2	$25.6M	Buy	1,072,353 +35,890	+3%	+$854K	6.84%	2
2019 Q1	$24.8M	Buy	+1,036,463	New	+$23.8M	6.98%	2

Other funds holding TPYP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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 $2.17B AUM 27.73% 1-Year Est. Return

KMWM

Keudell/Morrison Wealth Management Salem, Oregon $529M AUM

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Traphagen Investment Advisors's TPYP Position: Q2 2026 in Review

Traphagen Investment Advisors increased its Tortoise North American Pipeline ETF (TPYP) stake by 2.3% in Q2 2026, buying an estimated $828K and bringing the position to 885,428 shares worth $37.1M. The position accounts for 2.65% of the portfolio, ranked #10.

Traphagen Investment Advisors first reported a position in TPYP in Q1 2019 and has held it in 27 quarters since. The position peaked at $40.8M in Q3 2021. 145 funds tracked by Wall St. Rank hold TPYP as of Q2 2026.

Traphagen Investment Advisors held 885,428 shares of Tortoise North American Pipeline ETF worth $37.1M as of Q2 2026.
Traphagen Investment Advisors bought 19,602 Tortoise North American Pipeline ETF shares in Q2 2026, an estimated $828K.
Tortoise North American Pipeline ETF made up 2.65% of Traphagen Investment Advisors's portfolio in Q2 2026, its #10 holding.
Traphagen Investment Advisors first reported a position in Tortoise North American Pipeline ETF in Q1 2019 and has held it in 27 quarters since.
Traphagen Investment Advisors's Tortoise North American Pipeline ETF position peaked at $40.8M in Q3 2021.
145 funds tracked by Wall St. Rank held Tortoise North American Pipeline ETF as of Q2 2026.

Based on Traphagen Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.