CWA
TCAI

Crusonia Wealth Advisors’s Tortoise AI Infrastructure ETF TCAI Stock Holding History

Crusonia Wealth 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
Q2 		$300K Buy
+5,371
New +$259K 0.05% 193

Other funds holding TCAI

CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
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
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
BPFA
Barnes Pettey Financial Advisors Clarksdale, Mississippi $319M AUM 23.56% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

Crusonia Wealth Advisors's TCAI Position: Q2 2026 in Review

Crusonia Wealth Advisors opened a new position in Tortoise AI Infrastructure ETF (TCAI) in Q2 2026: 5,371 shares worth $300K. The stake represents 0.05% of the portfolio and ranks #193 among its holdings.

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

  • Crusonia Wealth Advisors held 5,371 shares of Tortoise AI Infrastructure ETF worth $300K as of Q2 2026.
  • Tortoise AI Infrastructure ETF was a new Crusonia Wealth Advisors position in Q2 2026.
  • Tortoise AI Infrastructure ETF made up 0.05% of Crusonia Wealth Advisors's portfolio in Q2 2026, its #193 holding.
  • 20 funds tracked by Wall St. Rank held Tortoise AI Infrastructure ETF as of Q2 2026.

Based on Crusonia Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.