Integrated Wealth Concepts »

Tortoise Capital Series Trus shares owned by Integrated Wealth Concepts

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

Historical chart of Integrated Wealth Concepts investment in Tortoise Capital Series Trus

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Tortoise Capital Series Trus by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.1M 19k 55.92

More positions owned by Integrated Wealth Concepts

Bny Mellon Etf Trust Us Lrg Cp Core (BKLC)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Etf Ser Solutions Aptus Defined (DRSK)
NVIDIA Corporation (NVDA)
J P Morgan Exchange Traded F Betabuilders I (BBIN)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Spdr Series Trust St Str P500etf (SPYM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Etf Ser Solutions Aptus Int Enh Yl (IDUB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)

View all positions for Integrated Wealth Concepts

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