UBS Group’s Tortoise North American Pipeline ETF TPYP Stock Holding History

UBS Group’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	$11.2M	Buy	263,695 +118	+0%	+$4.66K	﹤0.01%	3211
2025 Q4	$9.3M	Sell	263,577 -15,123	-5%	-$534K	﹤0.01%	3361
2025 Q3	$10.2M	Sell	278,700 -100,427	-26%	-$3.56M	﹤0.01%	3276
2025 Q2	$13.5M	Sell	379,127 -13,933	-4%	-$489K	﹤0.01%	2788
2025 Q1	$14.3M	Buy	393,060 +17,467	+5%	+$622K	﹤0.01%	2672
2024 Q4	$12.8M	Buy	375,593 +135,266	+56%	+$4.6M	﹤0.01%	2793
2024 Q3	$7.54M	Buy	240,327 +3,613	+2%	+$110K	﹤0.01%	2649
2024 Q2	$6.82M	Sell	236,714 -24,168	-9%	-$679K	﹤0.01%	2548
2024 Q1	$7.29M	Sell	260,882 -11,591	-4%	-$306K	﹤0.01%	2568
2023 Q4	$7.07M	Sell	272,473 -158	-0.1%	-$4K	﹤0.01%	2405
2023 Q3	$6.67M	Sell	272,631 -1,947	-0.7%	-$48.9K	﹤0.01%	2307
2023 Q2	$6.77M	Sell	274,578 -20,375	-7%	-$497K	﹤0.01%	2295
2023 Q1	$7.17M	Buy	294,953 +41,513	+16%	+$1.03M	﹤0.01%	2180
2022 Q4	$6.26M	Sell	253,440 -14,424	-5%	-$361K	﹤0.01%	2281
2022 Q3	$6.19M	Buy	267,864 +13,264	+5%	+$338K	﹤0.01%	2166
2022 Q2	$6.17M	Buy	254,600 +17,231	+7%	+$454K	﹤0.01%	2200
2022 Q1	$6.29M	Sell	237,369 -7,979	-3%	-$195K	﹤0.01%	2316
2021 Q4	$5.45M	Buy	245,348 +82,304	+50%	+$1.87M	﹤0.01%	2734
2021 Q3	$3.55M	Buy	163,044 +4,895	+3%	+$107K	﹤0.01%	3039
2021 Q2	$3.56M	Buy	158,149 +5,504	+4%	+$121K	﹤0.01%	3028
2021 Q1	$3.09M	Buy	152,645 +29,959	+24%	+$577K	﹤0.01%	3106
2020 Q4	$2.13M	Sell	122,686 -39,483	-24%	-$662K	﹤0.01%	3351
2020 Q3	$2.43M	Buy	162,169 +7,118	+5%	+$118K	﹤0.01%	2876
2020 Q2	$2.56M	Buy	155,051 +38,995	+34%	+$637K	﹤0.01%	2644
2020 Q1	$1.58M	Buy	116,056 +48,279	+71%	+$984K	﹤0.01%	2986
2019 Q4	$1.59M	Buy	67,777 +61,496	+979%	+$1.4M	﹤0.01%	3775
2019 Q3	$147K	Buy	6,281 +2,805	+81%	+$65.9K	﹤0.01%	5498
2019 Q2	$83K	Buy	3,476 +1,676	+93%	+$39.9K	﹤0.01%	5515
2019 Q1	$43K	Buy	+1,800	New	+$41.3K	﹤0.01%	5671
2018 Q4	–	Sell	-970	Closed	-$23K	–	8295
2018 Q3	$23K	Sell	970 -1,082	-53%	-$25.8K	﹤0.01%	6730
2018 Q2	$48K	Buy	2,052 +122	+6%	+$2.73K	﹤0.01%	5996
2018 Q1	$40K	Buy	+1,930	New	+$43.4K	﹤0.01%	5885
2017 Q4	–	Sell	-1,923	Closed	-$45K	–	8100
2017 Q3	$45K	Buy	+1,923	New	+$45.2K	﹤0.01%	5869
2016 Q1	–	Sell	-1,318	Closed	-$23K	–	8178
2015 Q4	$23K	Buy	+1,318	New	+$26K	﹤0.01%	6610

Other funds holding TPYP

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 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

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return

Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group's TPYP Position: Q1 2026 in Review

UBS Group increased its Tortoise North American Pipeline ETF (TPYP) stake by 0.04% in Q1 2026, buying an estimated $4.66K and bringing the position to 263,695 shares worth $11.2M. The position accounts for ﹤0.01% of the portfolio, ranked #3211.

UBS Group first reported a position in TPYP in Q4 2015 and has held it in 34 quarters since. The position peaked at $14.3M in Q1 2025. 146 funds tracked by Wall St. Rank hold TPYP as of Q1 2026.

UBS Group held 263,695 shares of Tortoise North American Pipeline ETF worth $11.2M as of Q1 2026.
UBS Group bought 118 Tortoise North American Pipeline ETF shares in Q1 2026, an estimated $4.66K.
Tortoise North American Pipeline ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #3211 holding.
UBS Group first reported a position in Tortoise North American Pipeline ETF in Q4 2015 and has held it in 34 quarters since.
UBS Group's Tortoise North American Pipeline ETF position peaked at $14.3M in Q1 2025.
146 funds tracked by Wall St. Rank held Tortoise North American Pipeline ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.