XML Financial’s Tortoise North American Pipeline ETF TPYP Stock Holding History

XML Financial’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	$1.77M	Sell	42,244 -3,394	-7%	-$143K	0.13%	138
2026 Q1	$1.93M	Sell	45,638 -1,596	-3%	-$63K	0.16%	128
2025 Q4	$1.67M	Sell	47,234 -10,827	-19%	-$383K	0.14%	139
2025 Q3	$2.12M	Sell	58,061 -4,022	-6%	-$143K	0.17%	120
2025 Q2	$2.22M	Sell	62,083 -1,885	-3%	-$66.1K	0.19%	107
2025 Q1	$2.33M	Sell	63,968 -5,383	-8%	-$192K	0.22%	99
2024 Q4	$2.36M	Sell	69,351 -3,478	-5%	-$118K	0.22%	100
2024 Q3	$2.29M	Sell	72,829 -7,148	-9%	-$217K	0.21%	107
2024 Q2	$2.31M	Sell	79,977 -3,733	-4%	-$105K	0.23%	103
2024 Q1	$2.34M	Sell	83,710 -21,159	-20%	-$558K	0.24%	102
2023 Q4	$2.72M	Sell	104,869 -4,060	-4%	-$103K	0.29%	95
2023 Q3	$2.66M	Sell	108,929 -2,802	-3%	-$70.3K	0.32%	81
2023 Q2	$2.75M	Sell	111,731 -6,148	-5%	-$150K	0.32%	86
2023 Q1	$2.87M	Sell	117,879 -3,271	-3%	-$81.5K	0.35%	80
2022 Q4	$2.99M	Sell	121,150 -1,501	-1%	-$37.5K	0.38%	79
2022 Q3	$2.83M	Buy	+122,651	New	+$3.12M	0.39%	75
2022 Q2	–	Sell	-128,447	Closed	-$3.4M	–	326
2022 Q1	$3.4M	Buy	+128,447	New	+$3.14M	0.4%	74

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

XML Financial's TPYP Position: Q2 2026 in Review

XML Financial reduced its Tortoise North American Pipeline ETF (TPYP) stake by 7.4% in Q2 2026, selling an estimated $143K and leaving 42,244 shares worth $1.77M. The position accounts for 0.13% of the portfolio, ranked #138.

XML Financial first reported a position in TPYP in Q1 2022 and has held it in 17 quarters since. The position peaked at $3.4M in Q1 2022. 144 funds tracked by Wall St. Rank hold TPYP as of Q2 2026.

XML Financial held 42,244 shares of Tortoise North American Pipeline ETF worth $1.77M as of Q2 2026.
XML Financial sold 3,394 Tortoise North American Pipeline ETF shares in Q2 2026, an estimated $143K.
Tortoise North American Pipeline ETF made up 0.13% of XML Financial's portfolio in Q2 2026, its #138 holding.
XML Financial first reported a position in Tortoise North American Pipeline ETF in Q1 2022 and has held it in 17 quarters since.
XML Financial's Tortoise North American Pipeline ETF position peaked at $3.4M in Q1 2022.
144 funds tracked by Wall St. Rank held Tortoise North American Pipeline ETF as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.