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 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 $3.57B AUM 18.63% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MFP

Meramec Financial Planners Saint Louis, Missouri $252M AUM

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Phoenix Wealth Advisors's TBLU Position: Q1 2026 in Review

Phoenix Wealth Advisors reduced its Tortoise Global Water ETF (TBLU) stake by 3.3% in Q1 2026, selling an estimated $32.3K and leaving 17,698 shares worth $892K. The position accounts for 0.35% of the portfolio, ranked #57.

Phoenix Wealth Advisors first reported a position in TBLU in Q1 2024 and has held it in 9 quarters since. The position peaked at $977K in Q3 2025. 39 funds tracked by Wall St. Rank hold TBLU as of Q1 2026.

Phoenix Wealth Advisors held 17,698 shares of Tortoise Global Water ETF worth $892K as of Q1 2026.
Phoenix Wealth Advisors sold 607 Tortoise Global Water ETF shares in Q1 2026, an estimated $32.3K.
Tortoise Global Water ETF made up 0.35% of Phoenix Wealth Advisors's portfolio in Q1 2026, its #57 holding.
Phoenix Wealth Advisors first reported a position in Tortoise Global Water ETF in Q1 2024 and has held it in 9 quarters since.
Phoenix Wealth Advisors's Tortoise Global Water ETF position peaked at $977K in Q3 2025.
39 funds tracked by Wall St. Rank held Tortoise Global Water ETF as of Q1 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.