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

Forvis Mazars 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	$984K	Hold	17,595	–	–	0.02%	222
2026 Q1	$609K	Hold	17,595	–	–	0.01%	259
2025 Q4	$522K	Buy	17,595 +7,844	+80%	+$243K	0.01%	278
2025 Q3	$289K	Buy	+9,751	New	+$260K	0.01%	355

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 New York $1.21T AUM 78.12% 1-Year Est. Return

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

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

Forvis Mazars Wealth Advisors's TCAI Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors held its Tortoise AI Infrastructure ETF (TCAI) position steady in Q2 2026 at 17,595 shares worth $984K. The position accounts for 0.02% of the portfolio, ranked #222.

Forvis Mazars Wealth Advisors first reported a position in TCAI in Q3 2025 and has held it in 4 quarters since. 51 funds tracked by Wall St. Rank hold TCAI as of Q2 2026.

Forvis Mazars Wealth Advisors held 17,595 shares of Tortoise AI Infrastructure ETF worth $984K as of Q2 2026.
Forvis Mazars Wealth Advisors left its Tortoise AI Infrastructure ETF share count unchanged in Q2 2026.
Tortoise AI Infrastructure ETF made up 0.02% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #222 holding.
Forvis Mazars Wealth Advisors first reported a position in Tortoise AI Infrastructure ETF in Q3 2025 and has held it in 4 quarters since.
51 funds tracked by Wall St. Rank held Tortoise AI Infrastructure ETF as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.