MFP
TBLU

Meramec Financial Planners’s Tortoise Global Water ETF TBLU Stock Holding History

Meramec Financial Planners’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 		$777K Sell
15,167
-344
-2% -$17.6K 0.28% 51
2026
Q1 		$824K Sell
15,511
-4,791
-24% -$255K 0.33% 46
2025
Q4 		$1.13M Buy
+20,302
New +$1.07M 0.44% 39

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
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
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Meramec Financial Planners's TBLU Position: Q2 2026 in Review

Meramec Financial Planners reduced its Tortoise Global Water ETF (TBLU) stake by 2.2% in Q2 2026, selling an estimated $17.6K and leaving 15,167 shares worth $777K. The position accounts for 0.28% of the portfolio, ranked #51.

Meramec Financial Planners first reported a position in TBLU in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.13M in Q4 2025. 39 funds tracked by Wall St. Rank hold TBLU as of Q2 2026.

  • Meramec Financial Planners held 15,167 shares of Tortoise Global Water ETF worth $777K as of Q2 2026.
  • Meramec Financial Planners sold 344 Tortoise Global Water ETF shares in Q2 2026, an estimated $17.6K.
  • Tortoise Global Water ETF made up 0.28% of Meramec Financial Planners's portfolio in Q2 2026, its #51 holding.
  • Meramec Financial Planners first reported a position in Tortoise Global Water ETF in Q4 2025 and has held it in 3 quarters since.
  • Meramec Financial Planners's Tortoise Global Water ETF position peaked at $1.13M in Q4 2025.
  • 39 funds tracked by Wall St. Rank held Tortoise Global Water ETF as of Q2 2026.

Based on Meramec Financial Planners's 13F filing for Q2 2026, filed 29 Jul 2026.