IWM
TCAI

IHT Wealth Management’s Tortoise AI Infrastructure ETF TCAI Stock Holding History

IHT Wealth 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 		$1.8M Sell
32,208
-2,568
-7% -$124K 0.04% 429
2026
Q1 		$1.2M Buy
+34,776
New +$1.2M 0.03% 514

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 $103B AUM 28.65% 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

IHT Wealth Management's TCAI Position: Q2 2026 in Review

IHT Wealth Management reduced its Tortoise AI Infrastructure ETF (TCAI) stake by 7.4% in Q2 2026, selling an estimated $124K and leaving 32,208 shares worth $1.8M. The position accounts for 0.04% of the portfolio, ranked #429.

IHT Wealth Management first reported a position in TCAI in Q1 2026 and has held it in 2 quarters since. 51 funds tracked by Wall St. Rank hold TCAI as of Q2 2026.

  • IHT Wealth Management held 32,208 shares of Tortoise AI Infrastructure ETF worth $1.8M as of Q2 2026.
  • IHT Wealth Management sold 2,568 Tortoise AI Infrastructure ETF shares in Q2 2026, an estimated $124K.
  • Tortoise AI Infrastructure ETF made up 0.04% of IHT Wealth Management's portfolio in Q2 2026, its #429 holding.
  • IHT Wealth Management first reported a position in Tortoise AI Infrastructure ETF in Q1 2026 and has held it in 2 quarters since.
  • 51 funds tracked by Wall St. Rank held Tortoise AI Infrastructure ETF as of Q2 2026.

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