SEIA
TBLU

Signature Estate & Investment Advisors’s Tortoise Global Water ETF TBLU Stock Holding History

Signature Estate & Investment 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 		$467K Buy
9,058
+88
+1% +$4.5K 0.01% 443
2026
Q1 		$452K Buy
8,970
+217
+2% +$11.5K 0.01% 440
2025
Q4 		$445K Hold
8,753
– – 0.01% 408
2025
Q3 		$466K Hold
8,753
– – 0.01% 398
2025
Q2 		$463K Buy
8,753
+66
+0.8% +$3.3K 0.01% 378
2025
Q1 		$411K Buy
+8,687
New +$411K 0.01% 377

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
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
HBW
Hazlett, Burt & Watson Wheeling, West Virginia $377M AUM 41.21% 1-Year Est. Return

Signature Estate & Investment Advisors's TBLU Position: Q2 2026 in Review

Signature Estate & Investment Advisors increased its Tortoise Global Water ETF (TBLU) stake by 0.98% in Q2 2026, buying an estimated $4.5K and bringing the position to 9,058 shares worth $467K. The position accounts for 0.01% of the portfolio, ranked #443.

Signature Estate & Investment Advisors first reported a position in TBLU in Q1 2025 and has held it in 6 quarters since. 18 funds tracked by Wall St. Rank hold TBLU as of Q2 2026.

  • Signature Estate & Investment Advisors held 9,058 shares of Tortoise Global Water ETF worth $467K as of Q2 2026.
  • Signature Estate & Investment Advisors bought 88 Tortoise Global Water ETF shares in Q2 2026, an estimated $4.5K.
  • Tortoise Global Water ETF made up 0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #443 holding.
  • Signature Estate & Investment Advisors first reported a position in Tortoise Global Water ETF in Q1 2025 and has held it in 6 quarters since.
  • 18 funds tracked by Wall St. Rank held Tortoise Global Water ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.