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

Phoenix 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 Q3	$848K	Sell	17,382 -394	-2%	-$20.1K	0.26%	62
2026 Q2	$917K	Buy	17,776 +78	+0.4%	+$3.99K	0.31%	60
2026 Q1	$892K	Sell	17,698 -607	-3%	-$32.3K	0.35%	57
2025 Q4	$930K	Sell	18,305 -34	-0.2%	-$1.8K	0.36%	58
2025 Q3	$977K	Buy	18,339 +57	+0.3%	+$3.06K	0.38%	55
2025 Q2	$967K	Sell	18,282 -237	-1%	-$11.8K	0.41%	56
2025 Q1	$876K	Buy	18,519 +298	+2%	+$14.1K	0.38%	54
2024 Q4	$855K	Buy	18,221 +5	+0%	+$247	0.37%	54
2024 Q3	$913K	Buy	18,216 +128	+0.7%	+$6.09K	0.42%	54
2024 Q2	$819K	Sell	18,088 -175	-1%	-$8.15K	0.41%	54
2024 Q1	$853K	Buy	+18,263	New	+$807K	0.52%	49

Other funds holding TBLU

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Meramec Financial Planners Saint Louis, Missouri $294M AUM 13.03% 1-Year Est. Return

Colorado Capital Management Boulder, Colorado $291M AUM 13.72% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Natural Investments Windsor, California $471M AUM 21.91% 1-Year Est. Return

Key Financial Inc West Chester, Pennsylvania $614M AUM 14.43% 1-Year Est. Return

Hazlett, Burt & Watson Wheeling, West Virginia $387M AUM 31.72% 1-Year Est. Return

North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return

Phoenix Wealth Advisors's TBLU Position: Q3 2026 in Review

Phoenix Wealth Advisors reduced its Tortoise Global Water ETF (TBLU) stake by 2.2% in Q3 2026, selling an estimated $20.1K and leaving 17,382 shares worth $848K. The position accounts for 0.26% of the portfolio, ranked #62.

Phoenix Wealth Advisors first reported a position in TBLU in Q1 2024 and has held it in 11 quarters since. The position peaked at $977K in Q3 2025. 18 funds tracked by Wall St. Rank hold TBLU as of Q3 2026.

Phoenix Wealth Advisors held 17,382 shares of Tortoise Global Water ETF worth $848K as of Q3 2026.
Phoenix Wealth Advisors sold 394 Tortoise Global Water ETF shares in Q3 2026, an estimated $20.1K.
Tortoise Global Water ETF made up 0.26% of Phoenix Wealth Advisors's portfolio in Q3 2026, its #62 holding.
Phoenix Wealth Advisors first reported a position in Tortoise Global Water ETF in Q1 2024 and has held it in 11 quarters since.
Phoenix Wealth Advisors's Tortoise Global Water ETF position peaked at $977K in Q3 2025.
18 funds tracked by Wall St. Rank held Tortoise Global Water ETF as of Q3 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.