Sound View Wealth Advisors Group’s Tortoise AI Infrastructure ETF TCAI Stock Holding History

Sound View Wealth Advisors Group’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	$225K	Buy	+4,026	New	+$194K	0.01%	410

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

Sound View Wealth Advisors Group's TCAI Position: Q2 2026 in Review

Sound View Wealth Advisors Group opened a new position in Tortoise AI Infrastructure ETF (TCAI) in Q2 2026: 4,026 shares worth $225K. The stake represents 0.01% of the portfolio and ranks #410 among its holdings.

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

Sound View Wealth Advisors Group held 4,026 shares of Tortoise AI Infrastructure ETF worth $225K as of Q2 2026.
Tortoise AI Infrastructure ETF was a new Sound View Wealth Advisors Group position in Q2 2026.
Tortoise AI Infrastructure ETF made up 0.01% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #410 holding.
51 funds tracked by Wall St. Rank held Tortoise AI Infrastructure ETF as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.