Diversify Wealth Management’s Tortoise AI Infrastructure ETF TCAI Stock Holding History

Diversify Wealth Management’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	$595K	Buy	+14,189	New	+$676K	0.01%	863

Other funds holding TCAI

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

WT Wealth Management Scottsdale, Arizona $357M AUM 15.82% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Summit Financial Consulting Sterling Heights, Michigan $136M AUM 9.85% 1-Year Est. Return

Diversify Wealth Management's TCAI Position: Q3 2026 in Review

Diversify Wealth Management opened a new position in Tortoise AI Infrastructure ETF (TCAI) in Q3 2026: 14,189 shares worth $595K. The stake represents 0.01% of the portfolio and ranks #863 among its holdings.

16 funds tracked by Wall St. Rank hold TCAI as of Q3 2026.

Diversify Wealth Management held 14,189 shares of Tortoise AI Infrastructure ETF worth $595K as of Q3 2026.
Tortoise AI Infrastructure ETF was a new Diversify Wealth Management position in Q3 2026.
Tortoise AI Infrastructure ETF made up 0.01% of Diversify Wealth Management's portfolio in Q3 2026, its #863 holding.
16 funds tracked by Wall St. Rank held Tortoise AI Infrastructure ETF as of Q3 2026.

Based on Diversify Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.