Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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PWA
TBLU
Phoenix Wealth Advisors’s
Tortoise Global Water ETF
TBLU
Stock Holding History
Phoenix Wealth Advisors’s Portfolio
TBLU Stock Details
TBLU Fund Activity
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Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$892K
Sell
2025
Q4
$930K
Sell
2025
Q3
$977K
Buy
2025
Q2
$967K
Sell
2025
Q1
$876K
Buy
2024
Q4
$855K
Buy
2024
Q3
$913K
Buy
2024
Q2
$819K
Sell
2024
Q1
$853K
Buy
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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