JFA
TCAI

JNBA Financial Advisors’s Tortoise AI Infrastructure ETF TCAI Stock Holding History

JNBA Financial 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
Q2 		$54.6K Hold
976
– – ﹤0.01% 314
2026
Q1 		$33.8K Buy
976
+292
+43% +$10.1K ﹤0.01% 356
2025
Q4 		$20.3K Buy
684
+319
+87% +$9.89K ﹤0.01% 419
2025
Q3 		$10.8K Buy
+365
New +$9.71K ﹤0.01% 466

Other funds holding TCAI

CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
BPFA
Barnes Pettey Financial Advisors Clarksdale, Mississippi $319M AUM 23.56% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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
CWA
Crusonia Wealth Advisors Denver, Colorado $609M AUM

JNBA Financial Advisors's TCAI Position: Q2 2026 in Review

JNBA Financial Advisors held its Tortoise AI Infrastructure ETF (TCAI) position steady in Q2 2026 at 976 shares worth $54.6K. The position accounts for ﹤0.01% of the portfolio, ranked #314.

JNBA Financial Advisors first reported a position in TCAI in Q3 2025 and has held it in 4 quarters since. 20 funds tracked by Wall St. Rank hold TCAI as of Q2 2026.

  • JNBA Financial Advisors held 976 shares of Tortoise AI Infrastructure ETF worth $54.6K as of Q2 2026.
  • JNBA Financial Advisors left its Tortoise AI Infrastructure ETF share count unchanged in Q2 2026.
  • Tortoise AI Infrastructure ETF made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #314 holding.
  • JNBA Financial Advisors first reported a position in Tortoise AI Infrastructure ETF in Q3 2025 and has held it in 4 quarters since.
  • 20 funds tracked by Wall St. Rank held Tortoise AI Infrastructure ETF as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.