Mission Creek Capital Partners’s Tortoise Global Water ETF TBLU Stock Holding History

Mission Creek Capital Partners’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 Q1	–	Sell	-6,414	Closed	-$301K	–	236
2024 Q4	$301K	Sell	6,414 -35	-0.5%	-$1.73K	0.07%	196
2024 Q3	$323K	Sell	6,449 -280	-4%	-$13.3K	0.08%	182
2024 Q2	$305K	Sell	6,729 -6,260	-48%	-$292K	0.08%	172
2024 Q1	$607K	Hold	12,989	–	–	0.16%	142
2023 Q4	$569K	Sell	12,989 -265	-2%	-$10.6K	0.15%	145
2023 Q3	$504K	Buy	13,254 +3,338	+34%	+$135K	0.17%	145
2023 Q2	$409K	Buy	+9,916	New	+$396K	0.13%	165

Other funds holding TBLU

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

Natural Investments Windsor, California $405M AUM 19.08% 1-Year Est. Return

CFG

Clayton Financial Group St. Louis, Missouri $181M AUM 24.12% 1-Year Est. Return

PWA

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

CCM

Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

Mission Creek Capital Partners's TBLU Position: Q1 2025 in Review

Mission Creek Capital Partners sold out of Tortoise Global Water ETF (TBLU) in Q1 2025, closing a stake of 6,414 shares — an estimated $301K sold.

Mission Creek Capital Partners first reported a position in TBLU in Q2 2023 and held it in 7 quarters. The position peaked at $607K in Q1 2024. 35 funds tracked by Wall St. Rank hold TBLU as of Q1 2025.

Mission Creek Capital Partners reported no remaining Tortoise Global Water ETF position as of Q1 2025 after selling out during the quarter.
Mission Creek Capital Partners sold 6,414 Tortoise Global Water ETF shares in Q1 2025, an estimated $301K.
Mission Creek Capital Partners first reported a position in Tortoise Global Water ETF in Q2 2023 and held it in 7 quarters.
Mission Creek Capital Partners's Tortoise Global Water ETF position peaked at $607K in Q1 2024.
35 funds tracked by Wall St. Rank held Tortoise Global Water ETF as of Q1 2025.

Based on Mission Creek Capital Partners's 13F filing for Q1 2025, filed 14 May 2025.