Cetera Investment Advisers
TBLU

Cetera Investment Advisers’s Tortoise Global Water ETF TBLU Stock Holding History

Cetera Investment Advisers’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
2026
Q1 		$260K Buy
5,147
+276
+6% +$14.7K ﹤0.01% 4107
2025
Q4 		$247K Buy
4,871
+1,112
+30% +$58.7K ﹤0.01% 4068
2025
Q3 		$200K Buy
+3,759
New +$202K ﹤0.01% 4156

Other funds holding TBLU

WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 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
MFP
Meramec Financial Planners Saint Louis, Missouri $252M AUM
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers's TBLU Position: Q1 2026 in Review

Cetera Investment Advisers increased its Tortoise Global Water ETF (TBLU) stake by 5.7% in Q1 2026, buying an estimated $14.7K and bringing the position to 5,147 shares worth $260K. The position accounts for ﹤0.01% of the portfolio, ranked #4107.

Cetera Investment Advisers first reported a position in TBLU in Q3 2025 and has held it in 3 quarters since. 39 funds tracked by Wall St. Rank hold TBLU as of Q1 2026.

  • Cetera Investment Advisers held 5,147 shares of Tortoise Global Water ETF worth $260K as of Q1 2026.
  • Cetera Investment Advisers bought 276 Tortoise Global Water ETF shares in Q1 2026, an estimated $14.7K.
  • Tortoise Global Water ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #4107 holding.
  • Cetera Investment Advisers first reported a position in Tortoise Global Water ETF in Q3 2025 and has held it in 3 quarters since.
  • 39 funds tracked by Wall St. Rank held Tortoise Global Water ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.