Forvis Mazars Wealth Advisors
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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
Q3 		$886K Buy
18,873
+1,278
+7% +$60.9K 0.01% 238
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

Capital Investment Advisory Services
Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 1-Year Est. Return
Prosperity Capital Advisors
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
VestGen Advisors
VestGen Advisors Inverness, Illinois $3.25B AUM 30.95% 1-Year Est. Return
WT Wealth Management
WT Wealth Management Scottsdale, Arizona $357M AUM 15.82% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Integrity Alliance
Integrity Alliance Urbandale, Iowa $3.28B AUM 15.79% 1-Year Est. Return

Forvis Mazars Wealth Advisors's TCAI Position: Q3 2026 in Review

Forvis Mazars Wealth Advisors increased its Tortoise AI Infrastructure ETF (TCAI) stake by 7.3% in Q3 2026, buying an estimated $60.9K and bringing the position to 18,873 shares worth $886K. The position accounts for 0.01% of the portfolio, ranked #238.

Forvis Mazars Wealth Advisors first reported a position in TCAI in Q3 2025 and has held it in 5 quarters since. The position peaked at $984K in Q2 2026. 26 funds tracked by Wall St. Rank hold TCAI as of Q3 2026.

  • Forvis Mazars Wealth Advisors held 18,873 shares of Tortoise AI Infrastructure ETF worth $886K as of Q3 2026.
  • Forvis Mazars Wealth Advisors bought 1,278 Tortoise AI Infrastructure ETF shares in Q3 2026, an estimated $60.9K.
  • Tortoise AI Infrastructure ETF made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q3 2026, its #238 holding.
  • Forvis Mazars Wealth Advisors first reported a position in Tortoise AI Infrastructure ETF in Q3 2025 and has held it in 5 quarters since.
  • Forvis Mazars Wealth Advisors's Tortoise AI Infrastructure ETF position peaked at $984K in Q2 2026.
  • 26 funds tracked by Wall St. Rank held Tortoise AI Infrastructure ETF as of Q3 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.