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Tortoise Capital Series Trus shares owned by Roth Financial Partners

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

Historical chart of Roth Financial Partners investment in Tortoise Capital Series Trus

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Tortoise Capital Series Trus by Roth Financial Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $296k 5.3k 55.92

More positions owned by Roth Financial Partners

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Core Msci Emkt (IEMG)
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)
Vanguard Index Fds Small Cp Etf (VB)
Apple (AAPL)
Ishares Tr Msci Acwi Etf (ACWI)
Chevron Corporation (CVX)
Ishares Tr Shrt Nat Mun Etf (SUB)

View all positions for Roth Financial Partners

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