Carson Wealth (CWM LLC)
TCAI icon

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 $1.21T AUM 78.12% 1-Year Est. Return
Sterneck Capital Management
Sterneck Capital Management Kansas City, Missouri $233M AUM 21.98% 1-Year Est. Return
Parallel Advisors
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
Prosperity Capital Advisors
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
IHT Wealth Management
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return
GTS Securities
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 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.