United Capital Financial Advisors’s Tortoise North American Pipeline ETF TPYP Stock Holding History

United Capital Financial 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 Q1	$1.57M	Buy	37,077 +117	+0.3%	+$4.62K	0.01%	618
2025 Q4	$1.3M	Hold	36,960	–	–	0.01%	653
2025 Q3	$1.35M	Buy	+36,960	New	+$1.31M	0.01%	561
2023 Q2	–	Sell	-264,698	Closed	-$6.44M	–	976
2023 Q1	$6.44M	Buy	264,698 +5,294	+2%	+$132K	0.04%	293
2022 Q4	$6.4M	Sell	259,404 -8,163	-3%	-$204K	0.04%	301
2022 Q3	$6.18M	Sell	267,567 -16,406	-6%	-$418K	0.04%	301
2022 Q2	$6.89M	Sell	283,973 -7,908	-3%	-$208K	0.04%	299
2022 Q1	$7.73M	Buy	291,881 +3,537	+1%	+$86.4K	0.04%	306
2021 Q4	$6.41M	Buy	288,344 +7,704	+3%	+$175K	0.03%	342
2021 Q3	$6.12M	Buy	280,640 +655	+0.2%	+$14.3K	0.03%	343
2021 Q2	$6.31M	Buy	279,985 +124,591	+80%	+$2.74M	0.03%	345
2021 Q1	$3.15M	Sell	155,394 -102,608	-40%	-$1.98M	0.02%	424
2020 Q4	$4.47M	Buy	258,002 +57,970	+29%	+$972K	0.03%	373
2020 Q3	$3M	Buy	200,032 +159,113	+389%	+$2.63M	0.02%	425
2020 Q2	$676K	Buy	40,919 +381	+0.9%	+$6.22K	﹤0.01%	765
2020 Q1	$551K	Buy	40,538 +12,400	+44%	+$253K	﹤0.01%	781
2019 Q4	$661K	Buy	28,138 +111	+0.4%	+$2.52K	﹤0.01%	914
2019 Q3	$656K	Buy	28,027 +19,027	+211%	+$447K	﹤0.01%	863
2019 Q2	$215K	Buy	+9,000	New	+$214K	﹤0.01%	1346

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 $733M AUM 15.09% 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

United Capital Financial Advisors's TPYP Position: Q1 2026 in Review

United Capital Financial Advisors increased its Tortoise North American Pipeline ETF (TPYP) stake by 0.32% in Q1 2026, buying an estimated $4.62K and bringing the position to 37,077 shares worth $1.57M. The position accounts for 0.01% of the portfolio, ranked #618.

United Capital Financial Advisors first reported a position in TPYP in Q2 2019 and has held it in 19 quarters since. The position peaked at $7.73M in Q1 2022. 146 funds tracked by Wall St. Rank hold TPYP as of Q1 2026.

United Capital Financial Advisors held 37,077 shares of Tortoise North American Pipeline ETF worth $1.57M as of Q1 2026.
United Capital Financial Advisors bought 117 Tortoise North American Pipeline ETF shares in Q1 2026, an estimated $4.62K.
Tortoise North American Pipeline ETF made up 0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #618 holding.
United Capital Financial Advisors first reported a position in Tortoise North American Pipeline ETF in Q2 2019 and has held it in 19 quarters since.
United Capital Financial Advisors's Tortoise North American Pipeline ETF position peaked at $7.73M in Q1 2022.
146 funds tracked by Wall St. Rank held Tortoise North American Pipeline ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.