Roth Financial Partners’s Tortoise AI Infrastructure ETF TCAI Stock Holding History

Roth Financial Partners’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	$296K	Buy	+5,300	New	+$256K	0.09%	30

Other funds holding TCAI

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

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 23.67% 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

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

WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return

Roth Financial Partners's TCAI Position: Q2 2026 in Review

Roth Financial Partners opened a new position in Tortoise AI Infrastructure ETF (TCAI) in Q2 2026: 5,300 shares worth $296K. The stake represents 0.09% of the portfolio and ranks #30 among its holdings.

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

Roth Financial Partners held 5,300 shares of Tortoise AI Infrastructure ETF worth $296K as of Q2 2026.
Tortoise AI Infrastructure ETF was a new Roth Financial Partners position in Q2 2026.
Tortoise AI Infrastructure ETF made up 0.09% of Roth Financial Partners's portfolio in Q2 2026, its #30 holding.
51 funds tracked by Wall St. Rank held Tortoise AI Infrastructure ETF as of Q2 2026.

Based on Roth Financial Partners's 13F filing for Q2 2026, filed 14 Jul 2026.