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Tortoise North American Pipeline Fund shares owned by Marshall & Sterling Wealth Advisors

Quarter-by-quarter ownership of Tortoise North American Pipeline Fund (TPYP) shares owned by Marshall & Sterling Wealth Advisors from 13F filings

Historical chart of Marshall & Sterling Wealth Advisors investment in Tortoise North American Pipeline Fund

Tip: Access up to 7 years of quarterly data

All positions including Tortoise North American Pipeline Fund held by Marshall & Sterling Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Tortoise North American Pipeline Fund by Marshall & Sterling Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $4.2M 100k 42.36

More positions owned by Marshall & Sterling Wealth Advisors

Vanguard Intermediate MF Closed and MF Open (VCIT)
Wisdomtree Us MF Closed and MF Open (DGRW)
Neos S&p MF Closed and MF Open (SPYI)
Vaneck Morningstar MF Closed and MF Open (MOAT)
Fidelity High MF Closed and MF Open (FDVV)
Vanguard Information MF Closed and MF Open (VGT)
Ishares Msci MF Closed and MF Open (GARP)
Invesco S&p MF Closed and MF Open (RWK)
Vanguard Mid MF Closed and MF Open (VO)
Tortoise North MF Closed and MF Open (TPYP)
Swan Hedged MF Closed and MF Open (HEGD)
Vanguard Growth MF Closed and MF Open (VUG)
Invesco S&p MF Closed and MF Open (IDMO)
Jpmorgan Hedged MF Closed and MF Open (HELO)
Invesco S&p MF Closed and MF Open (RSPU)

View all positions for Marshall & Sterling Wealth Advisors

Top funds holding Tortoise North American Pipeline Fund

Morgan Stanley
Arvest Trust
Bank of America Corporation
Traphagen Investment Advisors
Magnus Financial Group
Atwood & Palmer
Foster & Motley
Arvest Investments
Wells Fargo & Company
Parkside Financial Bank & Trust
Busey Trust Company
CWM
Keudell/Morrison Wealth Management
UBS Group
HPM Partners

View all funds holding Tortoise North American Pipeline Fund