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Tortoise Capital Series Trus shares owned by Independent Financial Group

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

Historical chart of Independent Financial Group investment in Tortoise Capital Series Trus

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Tortoise Capital Series Trus by Independent Financial Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $298k 5.3k 55.92

More positions owned by Independent Financial Group

NVIDIA Corporation (NVDA)
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Broadcom (AVGO)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Alphabet Cap Stk Cl C (GOOG)
Pgim Etf Tr Aaa Clo Etf (PAAA)
Select Sector Spdr Tr St Str Techn Etf (XLK)
Taiwan Semiconductor Manufac Sponsored Ads (TSM)
Advanced Micro Devices (AMD)

View all positions for Independent Financial Group

Top funds holding Tortoise Capital Series Trus

Capital Investment Advisory Services
Sterneck Capital Management
Jane Street
BIP Wealth
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Summit Financial
Parallel Advisors
HighTower Advisors
Gts Securities
WT Wealth Management
Farther Finance Advisors
Mml Investors Services
VestGen Advisors
Atria Investments
IHT Wealth Management

View all funds holding Tortoise Capital Series Trus