Roth Financial Partners
TCAI icon

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
Q3 		$249K Hold
5,300
– – 0.07% 36
2026
Q2 		$296K Buy
+5,300
New +$256K 0.09% 30

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Roth Financial Partners's TCAI Position: Q3 2026 in Review

Roth Financial Partners held its Tortoise AI Infrastructure ETF (TCAI) position steady in Q3 2026 at 5,300 shares worth $249K. The position accounts for 0.07% of the portfolio, ranked #36.

Roth Financial Partners first reported a position in TCAI in Q2 2026 and has held it in 2 quarters since. The position peaked at $296K in Q2 2026. 16 funds tracked by Wall St. Rank hold TCAI as of Q3 2026.

  • Roth Financial Partners held 5,300 shares of Tortoise AI Infrastructure ETF worth $249K as of Q3 2026.
  • Roth Financial Partners left its Tortoise AI Infrastructure ETF share count unchanged in Q3 2026.
  • Tortoise AI Infrastructure ETF made up 0.07% of Roth Financial Partners's portfolio in Q3 2026, its #36 holding.
  • Roth Financial Partners first reported a position in Tortoise AI Infrastructure ETF in Q2 2026 and has held it in 2 quarters since.
  • Roth Financial Partners's Tortoise AI Infrastructure ETF position peaked at $296K in Q2 2026.
  • 16 funds tracked by Wall St. Rank held Tortoise AI Infrastructure ETF as of Q3 2026.

Based on Roth Financial Partners's 13F filing for Q3 2026, filed 6 Oct 2026.