CIBC Private Wealth Group
TBLU

CIBC Private Wealth Group’s Tortoise Global Water ETF TBLU Stock Holding History

CIBC Private Wealth Group’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
Q4 		$427K Hold
8,400
– – ﹤0.01% 932
2025
Q3 		$448K Hold
8,400
– – ﹤0.01% 899
2025
Q2 		$444K Hold
8,400
– – ﹤0.01% 864
2025
Q1 		$360K Hold
8,400
– – ﹤0.01% 901
2024
Q4 		$390K Hold
8,400
– – ﹤0.01% 934
2024
Q3 		$421K Hold
8,400
– – ﹤0.01% 922
2024
Q2 		$384K Hold
8,400
– – ﹤0.01% 895
2024
Q1 		$389K Hold
8,400
– – ﹤0.01% 895
2023
Q4 		$368K Hold
8,400
– – ﹤0.01% 876
2023
Q3 		$320K Buy
+8,400
New +$341K ﹤0.01% 868

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
HH
Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return
MFP
Meramec Financial Planners Saint Louis, Missouri $252M AUM
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
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
NI
Natural Investments Windsor, California $405M AUM 19.08% 1-Year Est. Return

CIBC Private Wealth Group's TBLU Position: Q4 2025 in Review

CIBC Private Wealth Group held its Tortoise Global Water ETF (TBLU) position steady in Q4 2025 at 8,400 shares worth $427K. The position accounts for ﹤0.01% of the portfolio, ranked #932.

CIBC Private Wealth Group first reported a position in TBLU in Q3 2023 and has held it in 10 quarters since. The position peaked at $448K in Q3 2025. 41 funds tracked by Wall St. Rank hold TBLU as of Q4 2025.

  • CIBC Private Wealth Group held 8,400 shares of Tortoise Global Water ETF worth $427K as of Q4 2025.
  • CIBC Private Wealth Group left its Tortoise Global Water ETF share count unchanged in Q4 2025.
  • Tortoise Global Water ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #932 holding.
  • CIBC Private Wealth Group first reported a position in Tortoise Global Water ETF in Q3 2023 and has held it in 10 quarters since.
  • CIBC Private Wealth Group's Tortoise Global Water ETF position peaked at $448K in Q3 2025.
  • 41 funds tracked by Wall St. Rank held Tortoise Global Water ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.