NI
TBLU

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
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 $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

Natural Investments's TBLU Position: Q1 2026 in Review

Natural Investments reduced its Tortoise Global Water ETF (TBLU) stake by 23% in Q1 2026, selling an estimated $171K and leaving 10,844 shares worth $546K. The position accounts for 0.13% of the portfolio, ranked #149.

Natural Investments first reported a position in TBLU in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.49M in Q1 2025. 39 funds tracked by Wall St. Rank hold TBLU as of Q1 2026.

  • Natural Investments held 10,844 shares of Tortoise Global Water ETF worth $546K as of Q1 2026.
  • Natural Investments sold 3,219 Tortoise Global Water ETF shares in Q1 2026, an estimated $171K.
  • Tortoise Global Water ETF made up 0.13% of Natural Investments's portfolio in Q1 2026, its #149 holding.
  • Natural Investments first reported a position in Tortoise Global Water ETF in Q4 2024 and has held it in 5 quarters since.
  • Natural Investments's Tortoise Global Water ETF position peaked at $1.49M in Q1 2025.
  • 39 funds tracked by Wall St. Rank held Tortoise Global Water ETF as of Q1 2026.

Based on Natural Investments's 13F filing for Q1 2026, filed 1 May 2026.