PA
TBLU

Parallel Advisors’s Tortoise Global Water ETF TBLU Stock Holding History

Parallel 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 		$16.5K Hold
320
– – ﹤0.01% 2711
2026
Q1 		$16.1K Hold
320
– – ﹤0.01% 2559
2025
Q4 		$16.3K Hold
320
– – ﹤0.01% 2400
2025
Q3 		$17.1K Hold
320
– – ﹤0.01% 2332
2025
Q2 		$16.9K Hold
320
– – ﹤0.01% 2269
2025
Q1 		$15.1K Hold
320
– – ﹤0.01% 2267
2024
Q4 		$15K Hold
320
– – ﹤0.01% 2262
2024
Q3 		$16K Hold
320
– – ﹤0.01% 2207
2024
Q2 		$14.5K Hold
320
– – ﹤0.01% 2154
2024
Q1 		$14.9K Buy
+320
New +$14.1K ﹤0.01% 2131

Other funds holding TBLU

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
PWA
Phoenix Wealth Advisors Chapel Hill, North Carolina $297M AUM 17.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MFP
Meramec Financial Planners Saint Louis, Missouri $274M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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
NI
Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

Parallel Advisors's TBLU Position: Q2 2026 in Review

Parallel Advisors held its Tortoise Global Water ETF (TBLU) position steady in Q2 2026 at 320 shares worth $16.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2711.

Parallel Advisors first reported a position in TBLU in Q1 2024 and has held it in 10 quarters since. The position peaked at $17.1K in Q3 2025. 18 funds tracked by Wall St. Rank hold TBLU as of Q2 2026.

  • Parallel Advisors held 320 shares of Tortoise Global Water ETF worth $16.5K as of Q2 2026.
  • Parallel Advisors left its Tortoise Global Water ETF share count unchanged in Q2 2026.
  • Tortoise Global Water ETF made up ﹤0.01% of Parallel Advisors's portfolio in Q2 2026, its #2711 holding.
  • Parallel Advisors first reported a position in Tortoise Global Water ETF in Q1 2024 and has held it in 10 quarters since.
  • Parallel Advisors's Tortoise Global Water ETF position peaked at $17.1K in Q3 2025.
  • 18 funds tracked by Wall St. Rank held Tortoise Global Water ETF as of Q2 2026.

Based on Parallel Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.