CIAS
TCAI

Capital Investment Advisory Services’s Tortoise AI Infrastructure ETF TCAI Stock Holding History

Capital Investment Advisory Services’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 		$6.41M Buy
+114,580
New +$5.53M 0.4% 52

Other funds holding TCAI

PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 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
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
RFP
Roth Financial Partners Kingwood, Texas $336M AUM 20.58% 1-Year Est. Return
SCA
Sandy Cove Advisors Hingham, Massachusetts $400M AUM 27.68% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Capital Investment Advisory Services's TCAI Position: Q2 2026 in Review

Capital Investment Advisory Services opened a new position in Tortoise AI Infrastructure ETF (TCAI) in Q2 2026: 114,580 shares worth $6.41M. The stake represents 0.4% of the portfolio and ranks #52 among its holdings.

14 funds tracked by Wall St. Rank hold TCAI as of Q2 2026.

  • Capital Investment Advisory Services held 114,580 shares of Tortoise AI Infrastructure ETF worth $6.41M as of Q2 2026.
  • Tortoise AI Infrastructure ETF was a new Capital Investment Advisory Services position in Q2 2026.
  • Tortoise AI Infrastructure ETF made up 0.4% of Capital Investment Advisory Services's portfolio in Q2 2026, its #52 holding.
  • 14 funds tracked by Wall St. Rank held Tortoise AI Infrastructure ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.