Envestnet Asset Management

Envestnet Asset Management’s Tortoise AI Infrastructure ETF TCAI Stock Holding History

Envestnet Asset 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 Q2	$467K	Buy	+8,350	New	+$403K	﹤0.01%	4130

Other funds holding TCAI

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

Sterneck Capital Management Kansas City, Missouri $233M AUM 21.98% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return

Envestnet Asset Management's TCAI Position: Q2 2026 in Review

Envestnet Asset Management opened a new position in Tortoise AI Infrastructure ETF (TCAI) in Q2 2026: 8,350 shares worth $467K. The stake represents ﹤0.01% of the portfolio and ranks #4130 among its holdings.

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

Envestnet Asset Management held 8,350 shares of Tortoise AI Infrastructure ETF worth $467K as of Q2 2026.
Tortoise AI Infrastructure ETF was a new Envestnet Asset Management position in Q2 2026.
Tortoise AI Infrastructure ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4130 holding.
29 funds tracked by Wall St. Rank held Tortoise AI Infrastructure ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.