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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
Q3 		$260K Buy
5,536
+193
+4% +$9.19K 0.19% 39
2026
Q2 		$299K Buy
+5,343
New +$258K 0.2% 39

Other funds holding TCAI

Prosperity Capital Advisors
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $357M AUM 15.82% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
RFP
Roth Financial Partners Kingwood, Texas $335M AUM 13.45% 1-Year Est. Return
IA
IFS Advisors Overland Park, Kansas $332M AUM 8.56% 1-Year Est. Return

Summit Financial Consulting's TCAI Position: Q3 2026 in Review

Summit Financial Consulting increased its Tortoise AI Infrastructure ETF (TCAI) stake by 3.6% in Q3 2026, buying an estimated $9.19K and bringing the position to 5,536 shares worth $260K. The position accounts for 0.19% of the portfolio, ranked #39.

Summit Financial Consulting first reported a position in TCAI in Q2 2026 and has held it in 2 quarters since. The position peaked at $299K in Q2 2026. 13 funds tracked by Wall St. Rank hold TCAI as of Q3 2026.

  • Summit Financial Consulting held 5,536 shares of Tortoise AI Infrastructure ETF worth $260K as of Q3 2026.
  • Summit Financial Consulting bought 193 Tortoise AI Infrastructure ETF shares in Q3 2026, an estimated $9.19K.
  • Tortoise AI Infrastructure ETF made up 0.19% of Summit Financial Consulting's portfolio in Q3 2026, its #39 holding.
  • Summit Financial Consulting first reported a position in Tortoise AI Infrastructure ETF in Q2 2026 and has held it in 2 quarters since.
  • Summit Financial Consulting's Tortoise AI Infrastructure ETF position peaked at $299K in Q2 2026.
  • 13 funds tracked by Wall St. Rank held Tortoise AI Infrastructure ETF as of Q3 2026.

Based on Summit Financial Consulting's 13F filing for Q3 2026, filed 15 Oct 2026.