Wealthcare Advisory Partners’s Tortoise North American Pipeline ETF TPYP Stock Holding History

Wealthcare Advisory Partners’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
2021 Q3	–	Sell	-25,805	Closed	-$581K	–	582
2021 Q2	$581K	Sell	25,805 -414	-2%	-$9.12K	0.04%	290
2021 Q1	$531K	Sell	26,219 -223	-0.8%	-$4.29K	0.04%	277
2020 Q4	$458K	Sell	26,442 -156	-0.6%	-$2.62K	0.04%	245
2020 Q3	$398K	Buy	26,598 +334	+1%	+$5.53K	0.04%	234
2020 Q2	$434K	Hold	26,264	–	–	0.05%	192
2020 Q1	$357K	Buy	26,264 +14,850	+130%	+$303K	0.05%	195
2019 Q4	$268K	Sell	11,414 -1,100	-9%	-$25K	0.03%	254
2019 Q3	$293K	Hold	12,514	–	–	0.04%	218
2019 Q2	$299K	Buy	12,514 +2,716	+28%	+$64.6K	0.05%	204
2019 Q1	$234K	Buy	9,798 +1,488	+18%	+$34.1K	0.04%	218
2018 Q4	$165K	Buy	8,310 +1,522	+22%	+$33.5K	0.03%	231
2018 Q3	$158K	Buy	+6,788	New	+$162K	0.03%	259

Other funds holding TPYP

Busey Bank Urbana, Illinois $3.68B AUM 26.6% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

ABTD

Arvest Bank Trust Division Dewey, Oklahoma $1.84B AUM 20.84% 1-Year Est. Return

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

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RWA

RGT Wealth Advisors Dallas, Texas $627M AUM 13.83% 1-Year Est. Return

Wealthcare Advisory Partners's TPYP Position: Q3 2021 in Review

Wealthcare Advisory Partners sold out of Tortoise North American Pipeline ETF (TPYP) in Q3 2021, closing a stake of 25,805 shares — an estimated $581K sold.

Wealthcare Advisory Partners first reported a position in TPYP in Q3 2018 and held it in 12 quarters. The position peaked at $581K in Q2 2021. 73 funds tracked by Wall St. Rank hold TPYP as of Q3 2021.

Wealthcare Advisory Partners reported no remaining Tortoise North American Pipeline ETF position as of Q3 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 25,805 Tortoise North American Pipeline ETF shares in Q3 2021, an estimated $581K.
Wealthcare Advisory Partners first reported a position in Tortoise North American Pipeline ETF in Q3 2018 and held it in 12 quarters.
Wealthcare Advisory Partners's Tortoise North American Pipeline ETF position peaked at $581K in Q2 2021.
73 funds tracked by Wall St. Rank held Tortoise North American Pipeline ETF as of Q3 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2021, filed 15 Nov 2021.