Focus Partners Wealth
TBLU

Focus Partners Wealth’s Tortoise Global Water ETF TBLU Stock Holding History

Focus Partners Wealth’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 		$307K Sell
5,957
-477
-7% -$24.4K ﹤0.01% 2252
2026
Q1 		$324K Buy
6,434
+90
+1% +$4.79K ﹤0.01% 2144
2025
Q4 		$323K Sell
6,344
-4,359
-41% -$230K ﹤0.01% 2180
2025
Q3 		$568K Buy
+10,703
New +$574K ﹤0.01% 1563
2025
Q1 		– Sell
-5,904
Closed -$277K – 2052
2024
Q4 		$277K Buy
5,904
+1,105
+23% +$54.5K ﹤0.01% 1585
2024
Q3 		$241K Sell
4,799
-1,105
-19% -$52.5K ﹤0.01% 1390
2024
Q2 		$267K Buy
5,904
+1,105
+23% +$51.5K ﹤0.01% 1097
2024
Q1 		$224K Hold
4,799
– – ﹤0.01% 904
2023
Q4 		$210K Buy
+4,799
New +$191K ﹤0.01% 751

Other funds holding TBLU

WWA
WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
PWA
Phoenix Wealth Advisors Chapel Hill, North Carolina $297M AUM 17.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
MFP
Meramec Financial Planners Saint Louis, Missouri $274M AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Focus Partners Wealth's TBLU Position: Q2 2026 in Review

Focus Partners Wealth reduced its Tortoise Global Water ETF (TBLU) stake by 7.4% in Q2 2026, selling an estimated $24.4K and leaving 5,957 shares worth $307K. The position accounts for ﹤0.01% of the portfolio, ranked #2252.

Focus Partners Wealth first reported a position in TBLU in Q4 2023 and has held it in 9 quarters since. The position peaked at $568K in Q3 2025. 40 funds tracked by Wall St. Rank hold TBLU as of Q2 2026.

  • Focus Partners Wealth held 5,957 shares of Tortoise Global Water ETF worth $307K as of Q2 2026.
  • Focus Partners Wealth sold 477 Tortoise Global Water ETF shares in Q2 2026, an estimated $24.4K.
  • Tortoise Global Water ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2252 holding.
  • Focus Partners Wealth first reported a position in Tortoise Global Water ETF in Q4 2023 and has held it in 9 quarters since.
  • Focus Partners Wealth's Tortoise Global Water ETF position peaked at $568K in Q3 2025.
  • 40 funds tracked by Wall St. Rank held Tortoise Global Water ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.