SCM
TCAI

Sterneck Capital Management’s Tortoise AI Infrastructure ETF TCAI Stock Holding History

Sterneck Capital 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 		$5.71M Sell
102,170
-20,773
-17% -$1M 2.45% 15
2026
Q1 		$4.26M Buy
122,943
+3,329
+3% +$115K 1.91% 17
2025
Q4 		$3.55M Buy
+119,614
New +$3.71M 1.6% 21

Other funds holding TCAI

CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
PA
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
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Sterneck Capital Management's TCAI Position: Q2 2026 in Review

Sterneck Capital Management reduced its Tortoise AI Infrastructure ETF (TCAI) stake by 17% in Q2 2026, selling an estimated $1M and leaving 102,170 shares worth $5.71M. The position accounts for 2.45% of the portfolio, ranked #15.

Sterneck Capital Management first reported a position in TCAI in Q4 2025 and has held it in 3 quarters since. 51 funds tracked by Wall St. Rank hold TCAI as of Q2 2026.

  • Sterneck Capital Management held 102,170 shares of Tortoise AI Infrastructure ETF worth $5.71M as of Q2 2026.
  • Sterneck Capital Management sold 20,773 Tortoise AI Infrastructure ETF shares in Q2 2026, an estimated $1M.
  • Tortoise AI Infrastructure ETF made up 2.45% of Sterneck Capital Management's portfolio in Q2 2026, its #15 holding.
  • Sterneck Capital Management first reported a position in Tortoise AI Infrastructure ETF in Q4 2025 and has held it in 3 quarters since.
  • 51 funds tracked by Wall St. Rank held Tortoise AI Infrastructure ETF as of Q2 2026.

Based on Sterneck Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.