WI
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WBI Investments’s Tortoise North American Pipeline ETF TPYP Stock Holding History

WBI Investments’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
-8,008
Closed -$208K – 251
2023
Q4 		$208K Sell
8,008
-320
-4% -$8.1K 0.04% 191
2023
Q3 		$204K Buy
+8,328
New +$209K 0.04% 176

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 $2.17B AUM 27.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AI
Arvest Investments Lowell, Arkansas $827M AUM 21.19% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KMWM
Keudell/Morrison Wealth Management Salem, Oregon $529M AUM
BB
Busey Bank Urbana, Illinois $4.12B AUM 32.66% 1-Year Est. Return

WBI Investments's TPYP Position: Q1 2024 in Review

WBI Investments sold out of Tortoise North American Pipeline ETF (TPYP) in Q1 2024, closing a stake of 8,008 shares — an estimated $208K sold.

WBI Investments first reported a position in TPYP in Q3 2023 and held it in 2 quarters. The position peaked at $208K in Q4 2023. 100 funds tracked by Wall St. Rank hold TPYP as of Q1 2024.

  • WBI Investments reported no remaining Tortoise North American Pipeline ETF position as of Q1 2024 after selling out during the quarter.
  • WBI Investments sold 8,008 Tortoise North American Pipeline ETF shares in Q1 2024, an estimated $208K.
  • WBI Investments first reported a position in Tortoise North American Pipeline ETF in Q3 2023 and held it in 2 quarters.
  • WBI Investments's Tortoise North American Pipeline ETF position peaked at $208K in Q4 2023.
  • 100 funds tracked by Wall St. Rank held Tortoise North American Pipeline ETF as of Q1 2024.

Based on WBI Investments's 13F filing for Q1 2024, filed 3 May 2024.