Cambridge Investment Research Advisors
TBLU

Cambridge Investment Research Advisors’s Tortoise Global Water ETF TBLU Stock Holding History

Cambridge Investment Research Advisors’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
-3,995
Closed -$211K – 3898
2025
Q2 		$211K Buy
+3,995
New +$199K ﹤0.01% 3310
2025
Q1 		– Sell
-4,539
Closed -$213K – 3660
2024
Q4 		$213K Buy
+4,539
New +$224K ﹤0.01% 3148

Other funds holding TBLU

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 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 $297M AUM 17.87% 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 $424B AUM 22.94% 1-Year Est. Return

Cambridge Investment Research Advisors's TBLU Position: Q3 2025 in Review

Cambridge Investment Research Advisors sold out of Tortoise Global Water ETF (TBLU) in Q3 2025, closing a stake of 3,995 shares — an estimated $211K sold.

Cambridge Investment Research Advisors first reported a position in TBLU in Q4 2024 and held it in 2 quarters. The position peaked at $213K in Q4 2024. 38 funds tracked by Wall St. Rank hold TBLU as of Q3 2025.

  • Cambridge Investment Research Advisors reported no remaining Tortoise Global Water ETF position as of Q3 2025 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 3,995 Tortoise Global Water ETF shares in Q3 2025, an estimated $211K.
  • Cambridge Investment Research Advisors first reported a position in Tortoise Global Water ETF in Q4 2024 and held it in 2 quarters.
  • Cambridge Investment Research Advisors's Tortoise Global Water ETF position peaked at $213K in Q4 2024.
  • 38 funds tracked by Wall St. Rank held Tortoise Global Water ETF as of Q3 2025.

Based on Cambridge Investment Research Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.