JNBA Financial Advisors
TCAI icon

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% +$9.9K ﹤0.01% 419
2025
Q3 		$10.8K Buy
+365
New +$9.7K ﹤0.01% 466

Other funds holding TCAI

Capital Investment Advisory Services
Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 1-Year Est. Return
Sterneck Capital Management
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
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
Prosperity Capital Advisors
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
Summit Financial
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
Parallel Advisors
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
GTS Securities
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
WT Wealth Management
WT Wealth Management Scottsdale, Arizona $357M AUM 15.82% 1-Year Est. Return

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. 51 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.
  • 51 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.