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Tortoise Capital Series Trus shares owned by Barnes Pettey Financial Advisors

Quarter-by-quarter ownership of Tortoise Capital Series Trus (TCAI) shares owned by Barnes Pettey Financial Advisors from 13F filings

Historical chart of Barnes Pettey Financial Advisors investment in Tortoise Capital Series Trus

Tip: Access up to 7 years of quarterly data

All positions including Tortoise Capital Series Trus held by Barnes Pettey Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Tortoise Capital Series Trus by Barnes Pettey Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $643k 12k 55.92

More positions owned by Barnes Pettey Financial Advisors

Capital Group Growth Etf Shs Creation Uni (CGGR)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Fidelity Covington Trust Blue Chip Grwth (FBCG)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Dimensional Etf Trust Internatnal Val (DFIV)
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Harris Oakmark Etf Trust Oakmark U S Lrg (OAKM)
Fidelity Covington Trust Enhanced Mid (FMDE)
Capital Group International SHS (CGIE)
T Rowe Price Etf Small Mid Cap (TMSL)
Vanguard Index Fds Growth Etf (VUG)
Wal-Mart Stores (WMT)

View all positions for Barnes Pettey Financial Advisors

Top funds holding Tortoise Capital Series Trus

Jane Street
Capital Investment Advisory Services
Sterneck Capital Management
BIP Wealth
Parallel Advisors
HighTower Advisors
Farther Finance Advisors
Mml Investors Services
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
IHT Wealth Management
Atria Investments
Gts Securities
BKD Wealth Advisors
Savvy Advisors
Integrity Alliance

View all funds holding Tortoise Capital Series Trus