OC
TBLU

Oarsman Capital’s Tortoise Global Water ETF TBLU Stock Holding History

Oarsman Capital’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
-344
Closed -$16.1K – 895
2024
Q4 		$16.1K Buy
344
+117
+52% +$5.77K ﹤0.01% 632
2024
Q3 		$11.4K Buy
+227
New +$10.8K ﹤0.01% 682

Other funds holding TBLU

Jane Street
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
NI
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)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
LPL Financial
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

Oarsman Capital's TBLU Position: Q1 2025 in Review

Oarsman Capital sold out of Tortoise Global Water ETF (TBLU) in Q1 2025, closing a stake of 344 shares — an estimated $16.1K sold.

Oarsman Capital first reported a position in TBLU in Q3 2024 and held it in 2 quarters. The position peaked at $16.1K in Q4 2024. 35 funds tracked by Wall St. Rank hold TBLU as of Q1 2025.

  • Oarsman Capital reported no remaining Tortoise Global Water ETF position as of Q1 2025 after selling out during the quarter.
  • Oarsman Capital sold 344 Tortoise Global Water ETF shares in Q1 2025, an estimated $16.1K.
  • Oarsman Capital first reported a position in Tortoise Global Water ETF in Q3 2024 and held it in 2 quarters.
  • Oarsman Capital's Tortoise Global Water ETF position peaked at $16.1K in Q4 2024.
  • 35 funds tracked by Wall St. Rank held Tortoise Global Water ETF as of Q1 2025.

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