Integrated Wealth Concepts’s Tortoise AI Infrastructure ETF TCAI Stock Holding History

Integrated Wealth Concepts’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	$1.08M	Buy	+19,400	New	+$937K	0.01%	1172

Other funds holding TCAI

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

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 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 $357M AUM 15.82% 1-Year Est. Return

Integrated Wealth Concepts's TCAI Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Tortoise AI Infrastructure ETF (TCAI) in Q2 2026: 19,400 shares worth $1.08M. The stake represents 0.01% of the portfolio and ranks #1172 among its holdings.

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

Integrated Wealth Concepts held 19,400 shares of Tortoise AI Infrastructure ETF worth $1.08M as of Q2 2026.
Tortoise AI Infrastructure ETF was a new Integrated Wealth Concepts position in Q2 2026.
Tortoise AI Infrastructure ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1172 holding.
51 funds tracked by Wall St. Rank held Tortoise AI Infrastructure ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.