BOLTON SECURITIES CORPORATION’s Tortoise North American Pipeline ETF TPYP Stock Holding History

BOLTON SECURITIES CORPORATION’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 Q3	$135K	Hold	3,377	–	–	0.01%	1029
2026 Q2	$142K	Sell	3,377 -130	-4%	-$5.49K	0.01%	1011
2026 Q1	$149K	Buy	+3,507	New	+$139K	0.01%	898
2025 Q3	$96.3K	Buy	+2,642	New	+$93.7K	﹤0.01%	979
2025 Q1	$165K	Buy	+4,527	New	+$161K	0.01%	740

Other funds holding TPYP

Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return

Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

KMWM

Keudell/Morrison Wealth Management Salem, Oregon $562M AUM 21.01% 1-Year Est. Return

Arvest Investments Lowell, Arkansas $835M AUM 13.48% 1-Year Est. Return

Parkside Financial Bank & Trust Saint Louis, Missouri $1.51B AUM 17.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Busey Bank Urbana, Illinois $4.17B AUM 25.7% 1-Year Est. Return

Triangle Securities Wealth Management Raleigh, North Carolina $522M AUM 18.15% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's TPYP Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION held its Tortoise North American Pipeline ETF (TPYP) position steady in Q3 2026 at 3,377 shares worth $135K. The position accounts for 0.01% of the portfolio, ranked #1029.

BOLTON SECURITIES CORPORATION first reported a position in TPYP in Q1 2025 and has held it in 5 quarters since. The position peaked at $165K in Q1 2025. 101 funds tracked by Wall St. Rank hold TPYP as of Q3 2026.

BOLTON SECURITIES CORPORATION held 3,377 shares of Tortoise North American Pipeline ETF worth $135K as of Q3 2026.
BOLTON SECURITIES CORPORATION left its Tortoise North American Pipeline ETF share count unchanged in Q3 2026.
Tortoise North American Pipeline ETF made up 0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #1029 holding.
BOLTON SECURITIES CORPORATION first reported a position in Tortoise North American Pipeline ETF in Q1 2025 and has held it in 5 quarters since.
BOLTON SECURITIES CORPORATION's Tortoise North American Pipeline ETF position peaked at $165K in Q1 2025.
101 funds tracked by Wall St. Rank held Tortoise North American Pipeline ETF as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.