SIS
TBLU

Sound Income Strategies’s Tortoise Global Water ETF TBLU Stock Holding History

Sound Income Strategies’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
2021
Q2 		– Sell
-286
Closed -$11.9K – 1064
2021
Q1 		$11.9K Buy
+286
New +$11.7K ﹤0.01% 451

Other funds holding TBLU

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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RCS
Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Sound Income Strategies's TBLU Position: Q2 2021 in Review

Sound Income Strategies sold out of Tortoise Global Water ETF (TBLU) in Q2 2021, closing a stake of 286 shares — an estimated $11.9K sold.

Sound Income Strategies first reported a position in TBLU in Q1 2021 and held it in 1 quarter. The position peaked at $11.9K in Q1 2021. 16 funds tracked by Wall St. Rank hold TBLU as of Q2 2021.

  • Sound Income Strategies reported no remaining Tortoise Global Water ETF position as of Q2 2021 after selling out during the quarter.
  • Sound Income Strategies sold 286 Tortoise Global Water ETF shares in Q2 2021, an estimated $11.9K.
  • Sound Income Strategies first reported a position in Tortoise Global Water ETF in Q1 2021 and held it in 1 quarter.
  • Sound Income Strategies's Tortoise Global Water ETF position peaked at $11.9K in Q1 2021.
  • 16 funds tracked by Wall St. Rank held Tortoise Global Water ETF as of Q2 2021.

Based on Sound Income Strategies's 13F filing for Q2 2021, filed 13 Jul 2021.