IFS Advisors’s Tortoise AI Infrastructure ETF TCAI Stock Holding History

IFS 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	$17.3K	Buy	+369	New	+$17.6K	0.01%	274

Other funds holding TCAI

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

WWM

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

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

SFC

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

RFP

Roth Financial Partners Kingwood, Texas $335M AUM 13.45% 1-Year Est. Return

IFS Advisors's TCAI Position: Q3 2026 in Review

IFS Advisors opened a new position in Tortoise AI Infrastructure ETF (TCAI) in Q3 2026: 369 shares worth $17.3K. The stake represents 0.01% of the portfolio and ranks #274 among its holdings.

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

IFS Advisors held 369 shares of Tortoise AI Infrastructure ETF worth $17.3K as of Q3 2026.
Tortoise AI Infrastructure ETF was a new IFS Advisors position in Q3 2026.
Tortoise AI Infrastructure ETF made up 0.01% of IFS Advisors's portfolio in Q3 2026, its #274 holding.
13 funds tracked by Wall St. Rank held Tortoise AI Infrastructure ETF as of Q3 2026.

Based on IFS Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.