SAM
TBLU

Smartleaf Asset Management’s Tortoise Global Water ETF TBLU Stock Holding History

Smartleaf Asset Management’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 		– Sell
-68
Closed -$3.58K – 3667
2025
Q4 		$3.58K Hold
68
– – ﹤0.01% 2815
2025
Q3 		$3.59K Hold
68
– – ﹤0.01% 2473
2025
Q2 		$3.59K Buy
+68
New +$3.4K ﹤0.01% 2152

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
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
PWA
Phoenix Wealth Advisors Chapel Hill, North Carolina $253M AUM 17.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MFP
Meramec Financial Planners Saint Louis, Missouri $252M AUM
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Smartleaf Asset Management's TBLU Position: Q1 2026 in Review

Smartleaf Asset Management sold out of Tortoise Global Water ETF (TBLU) in Q1 2026, closing a stake of 68 shares — an estimated $3.58K sold.

Smartleaf Asset Management first reported a position in TBLU in Q2 2025 and held it in 3 quarters. The position peaked at $3.59K in Q2 2025. 39 funds tracked by Wall St. Rank hold TBLU as of Q1 2026.

  • Smartleaf Asset Management reported no remaining Tortoise Global Water ETF position as of Q1 2026 after selling out during the quarter.
  • Smartleaf Asset Management sold 68 Tortoise Global Water ETF shares in Q1 2026, an estimated $3.58K.
  • Smartleaf Asset Management first reported a position in Tortoise Global Water ETF in Q2 2025 and held it in 3 quarters.
  • Smartleaf Asset Management's Tortoise Global Water ETF position peaked at $3.59K in Q2 2025.
  • 39 funds tracked by Wall St. Rank held Tortoise Global Water ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.