GWSG
TBLU

GPS Wealth Strategies Group’s Tortoise Global Water ETF TBLU Stock Holding History

GPS Wealth Strategies 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
2025
Q4 		– Sell
-474
Closed -$25.3K – 1655
2025
Q3 		$25.3K Hold
474
– – ﹤0.01% 837
2025
Q2 		$25.1K Hold
474
– – ﹤0.01% 805
2025
Q1 		$22.4K Hold
474
– – ﹤0.01% 807
2024
Q4 		$22.2K Hold
474
– – ﹤0.01% 775
2024
Q3 		$23.8K Hold
474
– – ﹤0.01% 760
2024
Q2 		$21.5K Hold
474
– – ﹤0.01% 745
2024
Q1 		$22.1K Hold
474
– – ﹤0.01% 698
2023
Q4 		$20.8K Hold
474
– – ﹤0.01% 688
2023
Q3 		$18K Hold
474
– – ﹤0.01% 713
2023
Q2 		$19.5K Hold
474
– – ﹤0.01% 692
2023
Q1 		$18.8K Buy
+474
New +$18.5K ﹤0.01% 705
2022
Q4 		– Sell
-474
Closed -$16K – 1127
2022
Q3 		$16K Hold
474
– – ﹤0.01% 675
2022
Q2 		$17K Hold
474
– – ﹤0.01% 661
2022
Q1 		$20K Hold
474
– – ﹤0.01% 595
2021
Q4 		$24K Hold
474
– – 0.01% 552
2021
Q3 		$22K Buy
+474
New +$22.4K 0.01% 550

Other funds holding TBLU

WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return
MFP
Meramec Financial Planners Saint Louis, Missouri $252M AUM
PWA
Phoenix Wealth Advisors Chapel Hill, North Carolina $253M AUM 17.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
NI
Natural Investments Windsor, California $405M AUM 19.08% 1-Year Est. Return

GPS Wealth Strategies Group's TBLU Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of Tortoise Global Water ETF (TBLU) in Q4 2025, closing a stake of 474 shares — an estimated $25.3K sold.

GPS Wealth Strategies Group first reported a position in TBLU in Q3 2021 and held it in 16 quarters. The position peaked at $25.3K in Q3 2025. 41 funds tracked by Wall St. Rank hold TBLU as of Q4 2025.

  • GPS Wealth Strategies Group reported no remaining Tortoise Global Water ETF position as of Q4 2025 after selling out during the quarter.
  • GPS Wealth Strategies Group sold 474 Tortoise Global Water ETF shares in Q4 2025, an estimated $25.3K.
  • GPS Wealth Strategies Group first reported a position in Tortoise Global Water ETF in Q3 2021 and held it in 16 quarters.
  • GPS Wealth Strategies Group's Tortoise Global Water ETF position peaked at $25.3K in Q3 2025.
  • 41 funds tracked by Wall St. Rank held Tortoise Global Water ETF as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.