Hazlett, Burt & Watson
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Hazlett, Burt & Watson’s Tortoise Global Water ETF TBLU Stock Holding History

Hazlett, Burt & Watson’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
Q3 		$71K Sell
1,442
-55
-4% -$2.81K 0.02% 401
2026
Q2 		$77K Buy
1,497
+107
+8% +$5.47K 0.02% 391
2026
Q1 		$70K Buy
1,390
+17
+1% +$904 0.02% 398
2025
Q4 		$70K Hold
1,373
– – 0.02% 388
2025
Q3 		$74K Buy
1,373
+377
+38% +$20.2K 0.03% 366
2025
Q2 		$52K Buy
996
+5
+0.5% +$250 0.02% 372
2025
Q1 		$48K Buy
991
+4
+0.4% +$189 0.02% 363
2024
Q4 		$47K Hold
987
– – 0.02% 368
2024
Q3 		$49K Buy
987
+4
+0.4% +$190 0.02% 357
2024
Q2 		$44K Hold
983
– – 0.02% 351
2024
Q1 		$47K Buy
983
+5
+0.5% +$221 0.03% 336
2023
Q4 		$42K Sell
978
-146
-13% -$5.82K 0.03% 332
2023
Q3 		$43K Hold
1,124
– – 0.03% 319
2023
Q2 		$46K Buy
1,124
+6
+0.5% +$240 0.03% 313
2023
Q1 		$45K Buy
1,118
+301
+37% +$11.8K 0.04% 295
2022
Q4 		$30K Hold
817
– – 0.03% 334
2022
Q3 		$28K Buy
817
+125
+18% +$4.64K 0.03% 338
2022
Q2 		$24K Buy
692
+3
+0.4% +$115 0.02% 360
2022
Q1 		$29K Buy
+689
New +$30.2K 0.02% 355

Other funds holding TBLU

Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Phoenix Wealth Advisors
Phoenix Wealth Advisors Chapel Hill, North Carolina $326M AUM 13.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Meramec Financial Planners
Meramec Financial Planners Saint Louis, Missouri $294M AUM 13.03% 1-Year Est. Return
Colorado Capital Management
Colorado Capital Management Boulder, Colorado $291M AUM 13.72% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Natural Investments
Natural Investments Windsor, California $471M AUM 21.91% 1-Year Est. Return
Key Financial Inc
Key Financial Inc West Chester, Pennsylvania $614M AUM 14.43% 1-Year Est. Return
North Star Investment Management
North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return

Hazlett, Burt & Watson's TBLU Position: Q3 2026 in Review

Hazlett, Burt & Watson reduced its Tortoise Global Water ETF (TBLU) stake by 3.7% in Q3 2026, selling an estimated $2.81K and leaving 1,442 shares worth $71K. The position accounts for 0.02% of the portfolio, ranked #401.

Hazlett, Burt & Watson first reported a position in TBLU in Q1 2022 and has held it in 19 quarters since. The position peaked at $77K in Q2 2026. 18 funds tracked by Wall St. Rank hold TBLU as of Q3 2026.

  • Hazlett, Burt & Watson held 1,442 shares of Tortoise Global Water ETF worth $71K as of Q3 2026.
  • Hazlett, Burt & Watson sold 55 Tortoise Global Water ETF shares in Q3 2026, an estimated $2.81K.
  • Tortoise Global Water ETF made up 0.02% of Hazlett, Burt & Watson's portfolio in Q3 2026, its #401 holding.
  • Hazlett, Burt & Watson first reported a position in Tortoise Global Water ETF in Q1 2022 and has held it in 19 quarters since.
  • Hazlett, Burt & Watson's Tortoise Global Water ETF position peaked at $77K in Q2 2026.
  • 18 funds tracked by Wall St. Rank held Tortoise Global Water ETF as of Q3 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q3 2026, filed 4 Nov 2026.