CoreCap Advisors
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CoreCap Advisors’s Tortoise AI Infrastructure ETF TCAI Stock Holding History

CoreCap Advisors’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 		$5.21K Buy
111
+36
+48% +$1.72K ﹤0.01% 2255
2026
Q2 		$4.19K Hold
75
– – ﹤0.01% 2326
2026
Q1 		$2.6K Buy
+75
New +$2.6K ﹤0.01% 2344

Other funds holding TCAI

Prosperity Capital Advisors
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
WWM
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
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
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
SFC
Summit Financial Consulting Sterling Heights, Michigan $136M AUM 9.85% 1-Year Est. Return
RFP
Roth Financial Partners Kingwood, Texas $335M AUM 13.45% 1-Year Est. Return

CoreCap Advisors's TCAI Position: Q3 2026 in Review

CoreCap Advisors increased its Tortoise AI Infrastructure ETF (TCAI) stake by 48% in Q3 2026, buying an estimated $1.72K and bringing the position to 111 shares worth $5.21K. The position accounts for ﹤0.01% of the portfolio, ranked #2255.

CoreCap Advisors first reported a position in TCAI in Q1 2026 and has held it in 3 quarters since. 13 funds tracked by Wall St. Rank hold TCAI as of Q3 2026.

  • CoreCap Advisors held 111 shares of Tortoise AI Infrastructure ETF worth $5.21K as of Q3 2026.
  • CoreCap Advisors bought 36 Tortoise AI Infrastructure ETF shares in Q3 2026, an estimated $1.72K.
  • Tortoise AI Infrastructure ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2255 holding.
  • CoreCap Advisors first reported a position in Tortoise AI Infrastructure ETF in Q1 2026 and has held it in 3 quarters since.
  • 13 funds tracked by Wall St. Rank held Tortoise AI Infrastructure ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.