Global Retirement Partners’s Tortoise Global Water ETF TBLU Stock Holding History

Global Retirement Partners’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	$15.6K	Buy	+303	New	+$15.5K	﹤0.01%	3193
2025 Q4	$15.4K	Sell	303 -303	-50%	-$16K	﹤0.01%	2985
2025 Q3	$32.3K	Buy	606 +503	+488%	+$27K	﹤0.01%	2145
2025 Q2	$5.44K	Buy	+103	New	+$5.14K	﹤0.01%	2879
2024 Q2	–	Sell	-50	Closed	-$2.34K	–	3660
2024 Q1	$2.34K	Hold	50	–	–	﹤0.01%	2689
2023 Q4	$2.13K	Hold	50	–	–	﹤0.01%	2647
2023 Q3	$1.87K	Hold	50	–	–	﹤0.01%	2563
2023 Q2	$2.06K	Hold	50	–	–	﹤0.01%	2541
2023 Q1	$1.99K	Hold	50	–	–	﹤0.01%	2510
2022 Q4	$1.84K	Hold	50	–	–	﹤0.01%	2390
2022 Q3	$2K	Hold	50	–	–	﹤0.01%	2337
2022 Q2	$2K	Hold	50	–	–	﹤0.01%	2304
2022 Q1	$2K	Buy	+50	New	+$2.19K	﹤0.01%	2270

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 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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Global Retirement Partners's TBLU Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Tortoise Global Water ETF (TBLU) in Q2 2026: 303 shares worth $15.6K. The stake represents ﹤0.01% of the portfolio and ranks #3193 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in TBLU as recently as Q4 2025.

Global Retirement Partners first reported a position in TBLU in Q1 2022 and has held it in 13 quarters since. The position peaked at $32.3K in Q3 2025. 40 funds tracked by Wall St. Rank hold TBLU as of Q2 2026.

Global Retirement Partners held 303 shares of Tortoise Global Water ETF worth $15.6K as of Q2 2026.
Tortoise Global Water ETF was a new Global Retirement Partners position in Q2 2026.
Tortoise Global Water ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3193 holding.
Global Retirement Partners first reported a position in Tortoise Global Water ETF in Q1 2022 and has held it in 13 quarters since.
Global Retirement Partners's Tortoise Global Water ETF position peaked at $32.3K in Q3 2025.
40 funds tracked by Wall St. Rank held Tortoise Global Water ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.