Envestnet Asset Management
TBLU

Envestnet Asset Management’s Tortoise Global Water ETF TBLU Stock Holding History

Envestnet Asset 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
2026
Q2 		$657K Sell
12,732
-100
-0.8% -$5.11K ﹤0.01% 3895
2026
Q1 		$647K Buy
+12,832
New +$683K ﹤0.01% 3741
2025
Q4 		– Sell
-12,313
Closed -$656K – 4708
2025
Q3 		$656K Sell
12,313
-94
-0.8% -$5.04K ﹤0.01% 3577
2025
Q2 		$656K Buy
12,407
+4
+0% +$200 ﹤0.01% 3514
2025
Q1 		$587K Buy
12,403
+2,108
+20% +$99.8K ﹤0.01% 3527
2024
Q4 		$483K Buy
+10,295
New +$508K ﹤0.01% 3604

Other funds holding TBLU

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
PWA
Phoenix Wealth Advisors Chapel Hill, North Carolina $297M AUM 17.87% 1-Year Est. Return
MFP
Meramec Financial Planners Saint Louis, Missouri $274M AUM
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
NI
Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return
HBW
Hazlett, Burt & Watson Wheeling, West Virginia $377M AUM 41.21% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

Envestnet Asset Management's TBLU Position: Q2 2026 in Review

Envestnet Asset Management reduced its Tortoise Global Water ETF (TBLU) stake by 0.78% in Q2 2026, selling an estimated $5.11K and leaving 12,732 shares worth $657K. The position accounts for ﹤0.01% of the portfolio, ranked #3895.

Envestnet Asset Management first reported a position in TBLU in Q4 2024 and has held it in 6 quarters since. 15 funds tracked by Wall St. Rank hold TBLU as of Q2 2026.

  • Envestnet Asset Management held 12,732 shares of Tortoise Global Water ETF worth $657K as of Q2 2026.
  • Envestnet Asset Management sold 100 Tortoise Global Water ETF shares in Q2 2026, an estimated $5.11K.
  • Tortoise Global Water ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3895 holding.
  • Envestnet Asset Management first reported a position in Tortoise Global Water ETF in Q4 2024 and has held it in 6 quarters since.
  • 15 funds tracked by Wall St. Rank held Tortoise Global Water ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.