Westside Investment Management’s Tortoise North American Pipeline ETF TPYP Stock Holding History

Westside Investment Management’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 Q2	–	Sell	-279	Closed	-$11.8K	–	1506
2026 Q1	$11.8K	Hold	279	–	–	﹤0.01%	1060
2025 Q4	$9.85K	Hold	279	–	–	﹤0.01%	1091
2025 Q3	$10.2K	Hold	279	–	–	﹤0.01%	1094
2025 Q2	$9.97K	Hold	279	–	–	﹤0.01%	938
2025 Q1	$10.1K	Hold	279	–	–	﹤0.01%	685
2024 Q4	$9.51K	Hold	279	–	–	﹤0.01%	691
2024 Q3	$8.76K	Hold	279	–	–	﹤0.01%	699
2024 Q2	$8.04K	Hold	279	–	–	﹤0.01%	692
2024 Q1	$7.8K	Hold	279	–	–	﹤0.01%	666
2023 Q4	$7.24K	Hold	279	–	–	﹤0.01%	651
2023 Q3	$6.82K	Hold	279	–	–	﹤0.01%	654
2023 Q2	$6.88K	Hold	279	–	–	﹤0.01%	649
2023 Q1	$6.79K	Hold	279	–	–	﹤0.01%	660
2022 Q4	$6	Hold	279	–	–	﹤0.01%	688
2022 Q3	$6	Hold	279	–	–	﹤0.01%	675
2022 Q2	$6	Hold	279	–	–	﹤0.01%	665
2022 Q1	$7	Buy	279 +1	+0.4%	+$24	﹤0.01%	653
2021 Q4	$6	Hold	278	–	–	﹤0.01%	653
2021 Q3	$6	Hold	278	–	–	﹤0.01%	636
2021 Q2	$6	Hold	278	–	–	﹤0.01%	625
2021 Q1	$5	Buy	+278	New	+$5.35K	﹤0.01%	633

Other funds holding TPYP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ABTD

Arvest Bank Trust Division Dewey, Oklahoma $2.05B AUM 30.62% 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 $2.17B AUM 27.73% 1-Year Est. Return

KMWM

Keudell/Morrison Wealth Management Salem, Oregon $529M AUM

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Westside Investment Management's TPYP Position: Q2 2026 in Review

Westside Investment Management sold out of Tortoise North American Pipeline ETF (TPYP) in Q2 2026, closing a stake of 279 shares — an estimated $11.8K sold.

Westside Investment Management first reported a position in TPYP in Q1 2021 and held it in 21 quarters. The position peaked at $11.8K in Q1 2026. 144 funds tracked by Wall St. Rank hold TPYP as of Q2 2026.

Westside Investment Management reported no remaining Tortoise North American Pipeline ETF position as of Q2 2026 after selling out during the quarter.
Westside Investment Management sold 279 Tortoise North American Pipeline ETF shares in Q2 2026, an estimated $11.8K.
Westside Investment Management first reported a position in Tortoise North American Pipeline ETF in Q1 2021 and held it in 21 quarters.
Westside Investment Management's Tortoise North American Pipeline ETF position peaked at $11.8K in Q1 2026.
144 funds tracked by Wall St. Rank held Tortoise North American Pipeline ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.