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TCAI

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

PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 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
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
SCA
Sandy Cove Advisors Hingham, Massachusetts $400M AUM 27.68% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
AP
Aspect Partners Fairfax, Virginia $268M AUM 22.57% 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.

10 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.
  • 10 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.