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Tortoise Capital Series Trus shares owned by BIP Wealth

Quarter-by-quarter ownership of Tortoise Capital Series Trus (TCAI) shares owned by BIP Wealth from 13F filings

Historical chart of BIP Wealth investment in Tortoise Capital Series Trus

Tip: Access up to 7 years of quarterly data

All positions including Tortoise Capital Series Trus held by BIP Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Tortoise Capital Series Trus by BIP Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $513k 15k 34.64

More positions owned by BIP Wealth

State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr TRS FLT RT BD (TFLO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Eafe Etf (EFA)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Spdr Series Trust State Street Spd (SPSB)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Ishares Tr Large Cap Max Bu (MAXJ)
Spdr Series Trust State Street Spd (SPYV)

View all positions for BIP Wealth

Top funds holding Tortoise Capital Series Trus

Jane Street
Sterneck Capital Management
Parallel Advisors
Gts Securities
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Atria Investments
HighTower Advisors
BKD Wealth Advisors
BIP Wealth
Savvy Advisors
Mariner Wealth Advisors
GM Advisory
Evergreen Wealth Solutions
Hollencrest Securities
CWM

View all funds holding Tortoise Capital Series Trus