MEG
TBLU

Millstone Evans Group’s Tortoise Global Water ETF TBLU Stock Holding History

Millstone Evans 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
2026
Q1 		$7.56K Hold
150
– – ﹤0.01% 600
2025
Q4 		$7.62K Buy
+150
New +$7.92K ﹤0.01% 588

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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MFP
Meramec Financial Planners Saint Louis, Missouri $252M AUM
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Millstone Evans Group's TBLU Position: Q1 2026 in Review

Millstone Evans Group held its Tortoise Global Water ETF (TBLU) position steady in Q1 2026 at 150 shares worth $7.56K. The position accounts for ﹤0.01% of the portfolio, ranked #600.

Millstone Evans Group first reported a position in TBLU in Q4 2025 and has held it in 2 quarters since. The position peaked at $7.62K in Q4 2025. 39 funds tracked by Wall St. Rank hold TBLU as of Q1 2026.

  • Millstone Evans Group held 150 shares of Tortoise Global Water ETF worth $7.56K as of Q1 2026.
  • Millstone Evans Group left its Tortoise Global Water ETF share count unchanged in Q1 2026.
  • Tortoise Global Water ETF made up ﹤0.01% of Millstone Evans Group's portfolio in Q1 2026, its #600 holding.
  • Millstone Evans Group first reported a position in Tortoise Global Water ETF in Q4 2025 and has held it in 2 quarters since.
  • Millstone Evans Group's Tortoise Global Water ETF position peaked at $7.62K in Q4 2025.
  • 39 funds tracked by Wall St. Rank held Tortoise Global Water ETF as of Q1 2026.

Based on Millstone Evans Group's 13F filing for Q1 2026, filed 30 Apr 2026.