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Tortoise North American Pipeline Fund shares owned by Summit Wealth Partners

Quarter-by-quarter ownership of Tortoise North American Pipeline Fund (TPYP) shares owned by Summit Wealth Partners from 13F filings

Historical chart of Summit Wealth Partners 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 Summit Wealth Partners 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 Summit Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $777k 21k 36.45
2025-06-30 $766k 21k 35.73

More positions owned by Summit Wealth Partners

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Msci Usa Min Vol (USMV)
Brown & Brown (BRO)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Ishares Tr Core Total Usd (IUSB)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Intl Qualty (IQLT)
Vanguard Whitehall Fds High Div Yld (VYM)

View all positions for Summit Wealth Partners

Top funds holding Tortoise North American Pipeline Fund

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

View all funds holding Tortoise North American Pipeline Fund