CPG
TBLU

Custom Portfolio Group’s Tortoise Global Water ETF TBLU Stock Holding History

Custom Portfolio 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
2024
Q2 		$60K Hold
1,325
– – 0.05% 99
2024
Q1 		$61.9K Buy
1,325
+109
+9% +$4.82K 0.05% 97
2023
Q4 		$53.6K Buy
+1,216
New +$48.5K 0.05% 93

Other funds holding TBLU

WWA
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EH
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CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
CFG
Clayton Financial Group St. Louis, Missouri $195M AUM 18.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
PWA
Phoenix Wealth Advisors Chapel Hill, North Carolina $253M AUM 17.97% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return