Silver Grove Financial Group’s Tortoise Global Water ETF TBLU Stock Holding History

Silver Grove Financial Group’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	$2.68K	Buy	+52	New	+$2.66K	﹤0.01%	1486

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

PWA

Phoenix Wealth Advisors Chapel Hill, North Carolina $297M AUM 17.87% 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

Silver Grove Financial Group's TBLU Position: Q2 2026 in Review

Silver Grove Financial Group opened a new position in Tortoise Global Water ETF (TBLU) in Q2 2026: 52 shares worth $2.68K. The stake represents ﹤0.01% of the portfolio and ranks #1486 among its holdings.

39 funds tracked by Wall St. Rank hold TBLU as of Q2 2026.

Silver Grove Financial Group held 52 shares of Tortoise Global Water ETF worth $2.68K as of Q2 2026.
Tortoise Global Water ETF was a new Silver Grove Financial Group position in Q2 2026.
Tortoise Global Water ETF made up ﹤0.01% of Silver Grove Financial Group's portfolio in Q2 2026, its #1486 holding.
39 funds tracked by Wall St. Rank held Tortoise Global Water ETF as of Q2 2026.

Based on Silver Grove Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.