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
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

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $3.75B AUM 21.95% 1-Year Est. Return

Sterneck Capital Management's TCAI Position: Q1 2026 in Review

Sterneck Capital Management increased its Tortoise AI Infrastructure ETF (TCAI) stake by 2.8% in Q1 2026, buying an estimated $115K and bringing the position to 122,943 shares worth $4.26M. The position accounts for 1.91% of the portfolio, ranked #17.

Sterneck Capital Management first reported a position in TCAI in Q4 2025 and has held it in 2 quarters since. 23 funds tracked by Wall St. Rank hold TCAI as of Q1 2026.

  • Sterneck Capital Management held 122,943 shares of Tortoise AI Infrastructure ETF worth $4.26M as of Q1 2026.
  • Sterneck Capital Management bought 3,329 Tortoise AI Infrastructure ETF shares in Q1 2026, an estimated $115K.
  • Tortoise AI Infrastructure ETF made up 1.91% of Sterneck Capital Management's portfolio in Q1 2026, its #17 holding.
  • Sterneck Capital Management first reported a position in Tortoise AI Infrastructure ETF in Q4 2025 and has held it in 2 quarters since.
  • 23 funds tracked by Wall St. Rank held Tortoise AI Infrastructure ETF as of Q1 2026.

Based on Sterneck Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.