Natural Investments’s Tortoise Global Water ETF TBLU Stock Holding History

Natural Investments’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	$371K	Sell	7,198 -3,646	-34%	-$186K	0.08%	198
2026 Q1	$546K	Sell	10,844 -3,219	-23%	-$171K	0.13%	149
2025 Q4	$714K	Buy	+14,063	New	+$743K	0.18%	117
2025 Q3	–	Sell	-19,144	Closed	-$1.01M	–	296
2025 Q2	$1.01M	Sell	19,144 -12,351	-39%	-$617K	0.26%	84
2025 Q1	$1.49M	Buy	31,495 +602	+2%	+$28.5K	0.42%	64
2024 Q4	$1.45M	Buy	+30,893	New	+$1.52M	0.4%	66

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 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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

MFP

Meramec Financial Planners Saint Louis, Missouri $274M AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Natural Investments's TBLU Position: Q2 2026 in Review

Natural Investments reduced its Tortoise Global Water ETF (TBLU) stake by 34% in Q2 2026, selling an estimated $186K and leaving 7,198 shares worth $371K. The position accounts for 0.08% of the portfolio, ranked #198.

Natural Investments first reported a position in TBLU in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.49M in Q1 2025. 40 funds tracked by Wall St. Rank hold TBLU as of Q2 2026.

Natural Investments held 7,198 shares of Tortoise Global Water ETF worth $371K as of Q2 2026.
Natural Investments sold 3,646 Tortoise Global Water ETF shares in Q2 2026, an estimated $186K.
Tortoise Global Water ETF made up 0.08% of Natural Investments's portfolio in Q2 2026, its #198 holding.
Natural Investments first reported a position in Tortoise Global Water ETF in Q4 2024 and has held it in 6 quarters since.
Natural Investments's Tortoise Global Water ETF position peaked at $1.49M in Q1 2025.
40 funds tracked by Wall St. Rank held Tortoise Global Water ETF as of Q2 2026.

Based on Natural Investments's 13F filing for Q2 2026, filed 31 Jul 2026.