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 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

WWA

WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

MFP

Meramec Financial Planners Saint Louis, Missouri $274M AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

Phoenix Wealth Advisors increased its Tortoise Global Water ETF (TBLU) stake by 0.44% in Q2 2026, buying an estimated $3.99K and bringing the position to 17,776 shares worth $917K. The position accounts for 0.31% of the portfolio, ranked #60.

Phoenix Wealth Advisors first reported a position in TBLU in Q1 2024 and has held it in 10 quarters since. The position peaked at $977K in Q3 2025. 40 funds tracked by Wall St. Rank hold TBLU as of Q2 2026.

Phoenix Wealth Advisors held 17,776 shares of Tortoise Global Water ETF worth $917K as of Q2 2026.
Phoenix Wealth Advisors bought 78 Tortoise Global Water ETF shares in Q2 2026, an estimated $3.99K.
Tortoise Global Water ETF made up 0.31% of Phoenix Wealth Advisors's portfolio in Q2 2026, its #60 holding.
Phoenix Wealth Advisors first reported a position in Tortoise Global Water ETF in Q1 2024 and has held it in 10 quarters since.
Phoenix Wealth Advisors's Tortoise Global Water ETF position peaked at $977K in Q3 2025.
40 funds tracked by Wall St. Rank held Tortoise Global Water ETF as of Q2 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.