Carson Wealth (CWM LLC)
TCAI

Carson Wealth (CWM LLC)’s Tortoise AI Infrastructure ETF TCAI Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$60.8K Buy
1,756
+1
+0.1% +$35 ﹤0.01% 3661
2025
Q4 		$52K Hold
1,755
– – ﹤0.01% 3581
2025
Q3 		$52K Buy
+1,755
New +$46.7K ﹤0.01% 3511

Other funds holding TCAI

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SCM
Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return

Carson Wealth (CWM LLC)'s TCAI Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Tortoise AI Infrastructure ETF (TCAI) stake by 0.06% in Q1 2026, buying an estimated $35 and bringing the position to 1,756 shares worth $60.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3661.

Carson Wealth (CWM LLC) first reported a position in TCAI in Q3 2025 and has held it in 3 quarters since. 23 funds tracked by Wall St. Rank hold TCAI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,756 shares of Tortoise AI Infrastructure ETF worth $60.8K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1 Tortoise AI Infrastructure ETF share in Q1 2026, an estimated $35.
  • Tortoise AI Infrastructure ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3661 holding.
  • Carson Wealth (CWM LLC) first reported a position in Tortoise AI Infrastructure ETF in Q3 2025 and has held it in 3 quarters since.
  • 23 funds tracked by Wall St. Rank held Tortoise AI Infrastructure ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.