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Tortoise Capital Series Trus shares owned by Capital Investment Advisory Services

Quarter-by-quarter ownership of Tortoise Capital Series Trus (TCAI) shares owned by Capital Investment Advisory Services from 13F filings

Historical chart of Capital Investment Advisory Services investment in Tortoise Capital Series Trus

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Tortoise Capital Series Trus by Capital Investment Advisory Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $6.4M 115k 55.92

More positions owned by Capital Investment Advisory Services

NVIDIA Corporation (NVDA)
Spdr Series Trust St Str Blo 1 Etf (BIL)
Apple (AAPL)
Amazon (AMZN)
Vanguard Index Fds Value Etf (VTV)
Alphabet Cap Stk Cl C (GOOG)
Neos Etf Trust Nasdaq 100 High (QQQI)
Vanguard Index Fds Growth Etf (VUG)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
J P Morgan Exchange Traded F Equity Premium (JEPI)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
First Tr Exchng Traded Fd Vi Smit Unco Bd Etf (UCON)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Microsoft Corporation (MSFT)
Broadcom (AVGO)

View all positions for Capital Investment Advisory Services

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