EWS
TCAI

Evergreen Wealth Solutions’s Tortoise AI Infrastructure ETF TCAI Stock Holding History

Evergreen Wealth Solutions’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 		– Sell
-6,212
Closed -$215K – 526
2026
Q1 		$215K Buy
+6,212
New +$215K 0.02% 386

Other funds holding TCAI

CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
SCM
Sterneck Capital Management Kansas City, Missouri $233M AUM 21.98% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return

Evergreen Wealth Solutions's TCAI Position: Q2 2026 in Review

Evergreen Wealth Solutions sold out of Tortoise AI Infrastructure ETF (TCAI) in Q2 2026, closing a stake of 6,212 shares — an estimated $215K sold.

Evergreen Wealth Solutions first reported a position in TCAI in Q1 2026 and held it in 1 quarter. The position peaked at $215K in Q1 2026. 51 funds tracked by Wall St. Rank hold TCAI as of Q2 2026.

  • Evergreen Wealth Solutions reported no remaining Tortoise AI Infrastructure ETF position as of Q2 2026 after selling out during the quarter.
  • Evergreen Wealth Solutions sold 6,212 Tortoise AI Infrastructure ETF shares in Q2 2026, an estimated $215K.
  • Evergreen Wealth Solutions first reported a position in Tortoise AI Infrastructure ETF in Q1 2026 and held it in 1 quarter.
  • Evergreen Wealth Solutions's Tortoise AI Infrastructure ETF position peaked at $215K in Q1 2026.
  • 51 funds tracked by Wall St. Rank held Tortoise AI Infrastructure ETF as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.