AIM
TBLU

Archer Investment Management’s Tortoise Global Water ETF TBLU Stock Holding History

Archer Investment Management’s Portfolio TBLU Stock Details TBLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-12,092
Closed -$640K – 63
2025
Q2 		$640K Buy
12,092
+788
+7% +$39.3K 0.46% 33
2025
Q1 		$535K Sell
11,304
-1,420
-11% -$67.2K 0.37% 38
2024
Q4 		$597K Buy
+12,724
New +$628K 0.37% 37

Other funds holding TBLU

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
PWA
Phoenix Wealth Advisors Chapel Hill, North Carolina $253M AUM 17.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Archer Investment Management's TBLU Position: Q3 2025 in Review

Archer Investment Management sold out of Tortoise Global Water ETF (TBLU) in Q3 2025, closing a stake of 12,092 shares — an estimated $640K sold.

Archer Investment Management first reported a position in TBLU in Q4 2024 and held it in 3 quarters. The position peaked at $640K in Q2 2025. 38 funds tracked by Wall St. Rank hold TBLU as of Q3 2025.

  • Archer Investment Management reported no remaining Tortoise Global Water ETF position as of Q3 2025 after selling out during the quarter.
  • Archer Investment Management sold 12,092 Tortoise Global Water ETF shares in Q3 2025, an estimated $640K.
  • Archer Investment Management first reported a position in Tortoise Global Water ETF in Q4 2024 and held it in 3 quarters.
  • Archer Investment Management's Tortoise Global Water ETF position peaked at $640K in Q2 2025.
  • 38 funds tracked by Wall St. Rank held Tortoise Global Water ETF as of Q3 2025.

Based on Archer Investment Management's 13F filing for Q3 2025, filed 9 Oct 2025.