OWA
TBLU

Octavia Wealth Advisors’s Tortoise Global Water ETF TBLU Stock Holding History

Octavia Wealth Advisors’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 		$204K Buy
+3,947
New +$202K 0.02% 225
2026
Q1 		– Sell
-3,947
Closed -$206K – 255
2025
Q4 		$206K Hold
3,947
– – 0.02% 238
2025
Q3 		$210K Hold
3,947
– – 0.02% 237
2025
Q2 		$209K Buy
+3,947
New +$197K 0.02% 216

Other funds holding TBLU

CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
WWM
Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return

Octavia Wealth Advisors's TBLU Position: Q2 2026 in Review

Octavia Wealth Advisors opened a new position in Tortoise Global Water ETF (TBLU) in Q2 2026: 3,947 shares worth $204K. The stake represents 0.02% of the portfolio and ranks #225 among its holdings. This is a return to the name: Octavia Wealth Advisors previously reported a position in TBLU as recently as Q4 2025.

Octavia Wealth Advisors first reported a position in TBLU in Q2 2025 and has held it in 4 quarters since. The position peaked at $210K in Q3 2025. 6 funds tracked by Wall St. Rank hold TBLU as of Q2 2026.

  • Octavia Wealth Advisors held 3,947 shares of Tortoise Global Water ETF worth $204K as of Q2 2026.
  • Tortoise Global Water ETF was a new Octavia Wealth Advisors position in Q2 2026.
  • Tortoise Global Water ETF made up 0.02% of Octavia Wealth Advisors's portfolio in Q2 2026, its #225 holding.
  • Octavia Wealth Advisors first reported a position in Tortoise Global Water ETF in Q2 2025 and has held it in 4 quarters since.
  • Octavia Wealth Advisors's Tortoise Global Water ETF position peaked at $210K in Q3 2025.
  • 6 funds tracked by Wall St. Rank held Tortoise Global Water ETF as of Q2 2026.

Based on Octavia Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.