Mission Wealth Management
TCAI icon

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

Mission 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
Q3 		$381K Buy
8,118
+8
+0.1% +$381 0.01% 599
2026
Q2 		$454K Buy
+8,110
New +$392K 0.01% 715

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Summit Financial Consulting
Summit Financial Consulting Sterling Heights, Michigan $136M AUM 9.85% 1-Year Est. Return

Mission Wealth Management's TCAI Position: Q3 2026 in Review

Mission Wealth Management increased its Tortoise AI Infrastructure ETF (TCAI) stake by 0.1% in Q3 2026, buying an estimated $381 and bringing the position to 8,118 shares worth $381K. The position accounts for 0.01% of the portfolio, ranked #599.

Mission Wealth Management first reported a position in TCAI in Q2 2026 and has held it in 2 quarters since. The position peaked at $454K in Q2 2026. 16 funds tracked by Wall St. Rank hold TCAI as of Q3 2026.

  • Mission Wealth Management held 8,118 shares of Tortoise AI Infrastructure ETF worth $381K as of Q3 2026.
  • Mission Wealth Management bought 8 Tortoise AI Infrastructure ETF shares in Q3 2026, an estimated $381.
  • Tortoise AI Infrastructure ETF made up 0.01% of Mission Wealth Management's portfolio in Q3 2026, its #599 holding.
  • Mission Wealth Management first reported a position in Tortoise AI Infrastructure ETF in Q2 2026 and has held it in 2 quarters since.
  • Mission Wealth Management's Tortoise AI Infrastructure ETF position peaked at $454K in Q2 2026.
  • 16 funds tracked by Wall St. Rank held Tortoise AI Infrastructure ETF as of Q3 2026.

Based on Mission Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.