Mariner’s Tortoise Global Water ETF TBLU Stock Holding History

Mariner’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 Q1	$639K	Buy	12,675 +40	+0.3%	+$2.13K	﹤0.01%	2303
2025 Q4	$642K	Hold	12,635	–	–	﹤0.01%	2271
2025 Q3	$673K	Hold	12,635	–	–	﹤0.01%	2201
2025 Q2	$669K	Sell	12,635 -3,988	-24%	-$199K	﹤0.01%	2101
2025 Q1	$787K	Buy	16,623 +831	+5%	+$39.4K	﹤0.01%	1857
2024 Q4	$741K	Sell	15,792 -15	-0.1%	-$740	﹤0.01%	1859
2024 Q3	$792K	Buy	15,807 +11	+0.1%	+$523	﹤0.01%	1782
2024 Q2	$715K	Hold	15,796	–	–	﹤0.01%	1759
2024 Q1	$738K	Buy	15,796 +9	+0.1%	+$398	﹤0.01%	1733
2023 Q4	$692K	Hold	15,787	–	–	﹤0.01%	1704
2023 Q3	$601K	Hold	15,787	–	–	﹤0.01%	1652
2023 Q2	$650K	Buy	15,787 +14	+0.1%	+$559	﹤0.01%	1566
2023 Q1	$624K	Buy	15,773 +16	+0.1%	+$625	﹤0.01%	1565
2022 Q4	$580K	Hold	15,757	–	–	﹤0.01%	1561
2022 Q3	$519K	Sell	15,757 -244	-2%	-$9.07K	﹤0.01%	1394
2022 Q2	$570K	Buy	16,001 +10	+0.1%	+$383	﹤0.01%	1081
2022 Q1	$672K	Sell	15,991 -785	-5%	-$34.5K	﹤0.01%	1045
2021 Q4	$848K	Hold	16,776	–	–	﹤0.01%	869
2021 Q3	$763K	Hold	16,776	–	–	﹤0.01%	763
2021 Q2	$745K	Sell	16,776 -397	-2%	-$17.6K	﹤0.01%	728
2021 Q1	$714K	Buy	17,173 +9	+0.1%	+$369	0.01%	684
2020 Q4	$684K	Hold	17,164	–	–	0.01%	632
2020 Q3	$600K	Sell	17,164 -200	-1%	-$6.72K	0.01%	585
2020 Q2	$540K	Sell	17,364 -19,984	-54%	-$591K	0.01%	594
2020 Q1	$1.03M	Buy	37,348 +5	+0%	+$167	0.01%	472
2019 Q4	$1.31M	Buy	37,343 +1,448	+4%	+$47.7K	0.01%	463
2019 Q3	$1.12M	Buy	35,895 +20	+0.1%	+$612	0.01%	460
2019 Q2	$1.1M	Hold	35,875	–	–	0.01%	519
2019 Q1	$1.04M	Hold	35,875	–	–	0.01%	488
2018 Q4	$921K	Buy	35,875 +603	+2%	+$16.2K	0.02%	453
2018 Q3	$1M	Buy	35,272 +60	+0.2%	+$1.73K	0.03%	414
2018 Q2	$967K	Buy	35,212 +10	+0%	+$288	0.03%	408
2018 Q1	$1.02M	Buy	35,202 +350	+1%	+$10.3K	0.04%	308
2017 Q4	$1.04M	Hold	34,852	–	–	0.04%	279
2017 Q3	$975K	Hold	34,852	–	–	0.04%	263
2017 Q2	$909K	Buy	34,852 +2,097	+6%	+$53.9K	0.04%	260
2017 Q1	$835K	Buy	+32,755	New	+$826K	0.04%	296

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 Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

PWA

Phoenix Wealth Advisors Chapel Hill, North Carolina $253M AUM 17.97% 1-Year Est. Return

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

MFP

Meramec Financial Planners Saint Louis, Missouri $252M AUM

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mariner's TBLU Position: Q1 2026 in Review

Mariner increased its Tortoise Global Water ETF (TBLU) stake by 0.32% in Q1 2026, buying an estimated $2.13K and bringing the position to 12,675 shares worth $639K. The position accounts for ﹤0.01% of the portfolio, ranked #2303.

Mariner first reported a position in TBLU in Q1 2017 and has held it in 37 quarters since. The position peaked at $1.31M in Q4 2019. 39 funds tracked by Wall St. Rank hold TBLU as of Q1 2026.

Mariner held 12,675 shares of Tortoise Global Water ETF worth $639K as of Q1 2026.
Mariner bought 40 Tortoise Global Water ETF shares in Q1 2026, an estimated $2.13K.
Tortoise Global Water ETF made up ﹤0.01% of Mariner's portfolio in Q1 2026, its #2303 holding.
Mariner first reported a position in Tortoise Global Water ETF in Q1 2017 and has held it in 37 quarters since.
Mariner's Tortoise Global Water ETF position peaked at $1.31M in Q4 2019.
39 funds tracked by Wall St. Rank held Tortoise Global Water ETF as of Q1 2026.

Based on Mariner's 13F filing for Q1 2026, filed 13 May 2026.