IFG
TCAI

Independent Financial Group’s Tortoise AI Infrastructure ETF TCAI Stock Holding History

Independent Financial Group’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 		$298K Buy
+5,327
New +$257K 0.01% 1250

Other funds holding TCAI

PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RFP
Roth Financial Partners Kingwood, Texas $336M AUM 20.58% 1-Year Est. Return
SCA
Sandy Cove Advisors Hingham, Massachusetts $400M AUM 27.68% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
AP
Aspect Partners Fairfax, Virginia $268M AUM 22.57% 1-Year Est. Return

Independent Financial Group's TCAI Position: Q2 2026 in Review

Independent Financial Group opened a new position in Tortoise AI Infrastructure ETF (TCAI) in Q2 2026: 5,327 shares worth $298K. The stake represents 0.01% of the portfolio and ranks #1250 among its holdings.

10 funds tracked by Wall St. Rank hold TCAI as of Q2 2026.

  • Independent Financial Group held 5,327 shares of Tortoise AI Infrastructure ETF worth $298K as of Q2 2026.
  • Tortoise AI Infrastructure ETF was a new Independent Financial Group position in Q2 2026.
  • Tortoise AI Infrastructure ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1250 holding.
  • 10 funds tracked by Wall St. Rank held Tortoise AI Infrastructure ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.