Wealth Enhancement Advisory Services
TCAI icon

Wealth Enhancement Advisory Services’s Tortoise AI Infrastructure ETF TCAI Stock Holding History

Wealth Enhancement Advisory Services’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 		$299K Sell
6,387
-1,795
-22% -$85.5K ﹤0.01% 3348
2026
Q2 		$423K Buy
+8,182
New +$395K ﹤0.01% 2852

Other funds holding TCAI

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WT Wealth Management
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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
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Summit Financial Consulting
Summit Financial Consulting Sterling Heights, Michigan $136M AUM 9.85% 1-Year Est. Return

Wealth Enhancement Advisory Services's TCAI Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its Tortoise AI Infrastructure ETF (TCAI) stake by 22% in Q3 2026, selling an estimated $85.5K and leaving 6,387 shares worth $299K. The position accounts for ﹤0.01% of the portfolio, ranked #3348.

Wealth Enhancement Advisory Services first reported a position in TCAI in Q2 2026 and has held it in 2 quarters since. The position peaked at $423K in Q2 2026. 16 funds tracked by Wall St. Rank hold TCAI as of Q3 2026.

  • Wealth Enhancement Advisory Services held 6,387 shares of Tortoise AI Infrastructure ETF worth $299K as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 1,795 Tortoise AI Infrastructure ETF shares in Q3 2026, an estimated $85.5K.
  • Tortoise AI Infrastructure ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3348 holding.
  • Wealth Enhancement Advisory Services first reported a position in Tortoise AI Infrastructure ETF in Q2 2026 and has held it in 2 quarters since.
  • Wealth Enhancement Advisory Services's Tortoise AI Infrastructure ETF position peaked at $423K in Q2 2026.
  • 16 funds tracked by Wall St. Rank held Tortoise AI Infrastructure ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.