SFC
TCAI

Summit Financial Consulting’s Tortoise AI Infrastructure ETF TCAI Stock Holding History

Summit Financial Consulting’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 		$299K Buy
+5,343
New +$258K 0.2% 39

Other funds holding TCAI

CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
SCM
Sterneck Capital Management Kansas City, Missouri $233M AUM 21.98% 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 $103B AUM 28.65% 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

Summit Financial Consulting's TCAI Position: Q2 2026 in Review

Summit Financial Consulting opened a new position in Tortoise AI Infrastructure ETF (TCAI) in Q2 2026: 5,343 shares worth $299K. The stake represents 0.2% of the portfolio and ranks #39 among its holdings.

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

  • Summit Financial Consulting held 5,343 shares of Tortoise AI Infrastructure ETF worth $299K as of Q2 2026.
  • Tortoise AI Infrastructure ETF was a new Summit Financial Consulting position in Q2 2026.
  • Tortoise AI Infrastructure ETF made up 0.2% of Summit Financial Consulting's portfolio in Q2 2026, its #39 holding.
  • 51 funds tracked by Wall St. Rank held Tortoise AI Infrastructure ETF as of Q2 2026.

Based on Summit Financial Consulting's 13F filing for Q2 2026, filed 7 Aug 2026.