Aspect Partners
TCAI icon

Aspect Partners’s Tortoise AI Infrastructure ETF TCAI Stock Holding History

Aspect Partners’s Portfolio TCAI Stock Details TCAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.3K Buy
49
+8
+20% +$381 ﹤0.01% 509
2026
Q2 		$2.29K Buy
41
+25
+156% +$1.21K ﹤0.01% 503
2026
Q1 		$554 Buy
+16
New +$554 ﹤0.01% 650

Other funds holding TCAI

Prosperity Capital Advisors
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
WT Wealth Management
WT Wealth Management Scottsdale, Arizona $357M AUM 15.82% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Aspect Partners's TCAI Position: Q3 2026 in Review

Aspect Partners increased its Tortoise AI Infrastructure ETF (TCAI) stake by 20% in Q3 2026, buying an estimated $381 and bringing the position to 49 shares worth $2.3K. The position accounts for ﹤0.01% of the portfolio, ranked #509.

Aspect Partners first reported a position in TCAI in Q1 2026 and has held it in 3 quarters since. 18 funds tracked by Wall St. Rank hold TCAI as of Q3 2026.

  • Aspect Partners held 49 shares of Tortoise AI Infrastructure ETF worth $2.3K as of Q3 2026.
  • Aspect Partners bought 8 Tortoise AI Infrastructure ETF shares in Q3 2026, an estimated $381.
  • Tortoise AI Infrastructure ETF made up ﹤0.01% of Aspect Partners's portfolio in Q3 2026, its #509 holding.
  • Aspect Partners first reported a position in Tortoise AI Infrastructure ETF in Q1 2026 and has held it in 3 quarters since.
  • 18 funds tracked by Wall St. Rank held Tortoise AI Infrastructure ETF as of Q3 2026.

Based on Aspect Partners's 13F filing for Q3 2026, filed 20 Oct 2026.