Smith & Howard Wealth Management’s Tortoise AI Infrastructure ETF TCAI Stock Holding History

Smith & Howard 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 Q2	$214K	Buy	+3,835	New	+$185K	0.04%	94

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 $103B AUM 28.65% 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

Smith & Howard Wealth Management's TCAI Position: Q2 2026 in Review

Smith & Howard Wealth Management opened a new position in Tortoise AI Infrastructure ETF (TCAI) in Q2 2026: 3,835 shares worth $214K. The stake represents 0.04% of the portfolio and ranks #94 among its holdings.

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

Smith & Howard Wealth Management held 3,835 shares of Tortoise AI Infrastructure ETF worth $214K as of Q2 2026.
Tortoise AI Infrastructure ETF was a new Smith & Howard Wealth Management position in Q2 2026.
Tortoise AI Infrastructure ETF made up 0.04% of Smith & Howard Wealth Management's portfolio in Q2 2026, its #94 holding.
51 funds tracked by Wall St. Rank held Tortoise AI Infrastructure ETF as of Q2 2026.

Based on Smith & Howard Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.