BW
TCAI

BIP Wealth’s Tortoise AI Infrastructure ETF TCAI Stock Holding History

BIP Wealth’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
Q2 		$4.53M Buy
81,066
+66,246
+447% +$3.2M 0.13% 125
2026
Q1 		$513K Buy
+14,820
New +$513K 0.02% 290

Other funds holding TCAI

CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
SCM
Sterneck Capital Management Kansas City, Missouri $233M AUM 21.98% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

BIP Wealth's TCAI Position: Q2 2026 in Review

BIP Wealth increased its Tortoise AI Infrastructure ETF (TCAI) stake by 447% in Q2 2026, buying an estimated $3.2M and bringing the position to 81,066 shares worth $4.53M. The position accounts for 0.13% of the portfolio, ranked #125.

BIP Wealth first reported a position in TCAI in Q1 2026 and has held it in 2 quarters since. 51 funds tracked by Wall St. Rank hold TCAI as of Q2 2026.

  • BIP Wealth held 81,066 shares of Tortoise AI Infrastructure ETF worth $4.53M as of Q2 2026.
  • BIP Wealth bought 66,246 Tortoise AI Infrastructure ETF shares in Q2 2026, an estimated $3.2M.
  • Tortoise AI Infrastructure ETF made up 0.13% of BIP Wealth's portfolio in Q2 2026, its #125 holding.
  • BIP Wealth first reported a position in Tortoise AI Infrastructure ETF in Q1 2026 and has held it in 2 quarters since.
  • 51 funds tracked by Wall St. Rank held Tortoise AI Infrastructure ETF as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.