UAS
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United Asset Strategies’s Tortoise North American Pipeline ETF TPYP Stock Holding History

United Asset Strategies’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
2024
Q1 		– Sell
-8,820
Closed -$229K – 247
2023
Q4 		$229K Buy
+8,820
New +$223K 0.03% 215
2023
Q3 		– Sell
-28,317
Closed -$698K – 244
2023
Q2 		$698K Buy
28,317
+872
+3% +$21.3K 0.09% 151
2023
Q1 		$667K Buy
27,445
+1,180
+4% +$29.4K 0.09% 155
2022
Q4 		$648K Buy
26,265
+2,214
+9% +$55.4K 0.09% 160
2022
Q3 		$556K Sell
24,051
-33,398
-58% -$850K 0.09% 147
2022
Q2 		$1.39M Sell
57,449
-13,828
-19% -$365K 0.2% 96
2022
Q1 		$1.89M Sell
71,277
-29,457
-29% -$719K 0.24% 80
2021
Q4 		$2.24M Buy
100,734
+1,953
+2% +$44.3K 0.27% 74
2021
Q3 		$2.15M Buy
98,781
+729
+0.7% +$15.9K 0.28% 70
2021
Q2 		$2.21M Buy
98,052
+1,142
+1% +$25.2K 0.29% 68
2021
Q1 		$1.96M Buy
96,910
+51,768
+115% +$997K 0.28% 72
2020
Q4 		$782K Buy
+45,142
New +$757K 0.12% 120
2020
Q1 		– Sell
-183,219
Closed -$4.31M – 211
2019
Q4 		$4.31M Buy
183,219
+14,935
+9% +$339K 0.84% 43
2019
Q3 		$3.94M Buy
168,284
+6,019
+4% +$141K 0.86% 42
2019
Q2 		$3.88M Buy
162,265
+1,455
+0.9% +$34.6K 0.89% 40
2019
Q1 		$3.84M Buy
160,810
+5,862
+4% +$134K 0.9% 37
2018
Q4 		$3.08M Sell
154,948
-21,800
-12% -$480K 0.84% 40
2018
Q3 		$4.11M Buy
176,748
+6,100
+4% +$146K 0.97% 36
2018
Q2 		$3.98M Buy
170,648
+4,399
+3% +$98.3K 1.05% 34
2018
Q1 		$3.46M Buy
166,249
+6,589
+4% +$148K 1.02% 36
2017
Q4 		$3.73M Buy
+159,660
New +$3.68M 1% 30

Other funds holding TPYP

AT
Arvest Trust Bartlesville, Oklahoma $1.68B AUM 14.24% 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
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AI
Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KMWM
Keudell/Morrison Wealth Management Salem, Oregon $529M AUM
BB
Busey Bank Urbana, Illinois $3.68B AUM 26.6% 1-Year Est. Return

United Asset Strategies's TPYP Position: Q1 2024 in Review

United Asset Strategies sold out of Tortoise North American Pipeline ETF (TPYP) in Q1 2024, closing a stake of 8,820 shares — an estimated $229K sold.

United Asset Strategies first reported a position in TPYP in Q4 2017 and held it in 21 quarters. The position peaked at $4.31M in Q4 2019. 100 funds tracked by Wall St. Rank hold TPYP as of Q1 2024.

  • United Asset Strategies reported no remaining Tortoise North American Pipeline ETF position as of Q1 2024 after selling out during the quarter.
  • United Asset Strategies sold 8,820 Tortoise North American Pipeline ETF shares in Q1 2024, an estimated $229K.
  • United Asset Strategies first reported a position in Tortoise North American Pipeline ETF in Q4 2017 and held it in 21 quarters.
  • United Asset Strategies's Tortoise North American Pipeline ETF position peaked at $4.31M in Q4 2019.
  • 100 funds tracked by Wall St. Rank held Tortoise North American Pipeline ETF as of Q1 2024.

Based on United Asset Strategies's 13F filing for Q1 2024, filed 23 Apr 2024.