Financial Network Wealth Management’s Tortoise Global Water ETF TBLU Stock Holding History

Financial Network Wealth 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
2025 Q1	$44K	Buy	+949	New	+$44.9K	0.02%	231

Other funds holding TBLU

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return

CFG

Clayton Financial Group St. Louis, Missouri $181M AUM 24.12% 1-Year Est. Return

PWA

Phoenix Wealth Advisors Chapel Hill, North Carolina $297M AUM 17.87% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

CCM

Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

Financial Network Wealth Management's TBLU Position: Q1 2025 in Review

Financial Network Wealth Management opened a new position in Tortoise Global Water ETF (TBLU) in Q1 2025: 949 shares worth $44K. The stake represents 0.02% of the portfolio and ranks #231 among its holdings.

35 funds tracked by Wall St. Rank hold TBLU as of Q1 2025.

Financial Network Wealth Management held 949 shares of Tortoise Global Water ETF worth $44K as of Q1 2025.
Tortoise Global Water ETF was a new Financial Network Wealth Management position in Q1 2025.
Tortoise Global Water ETF made up 0.02% of Financial Network Wealth Management's portfolio in Q1 2025, its #231 holding.
35 funds tracked by Wall St. Rank held Tortoise Global Water ETF as of Q1 2025.

Based on Financial Network Wealth Management's 13F filing for Q1 2025, filed 29 Apr 2025.