SPIA
TBLU

Steward Partners Investment Advisory’s Tortoise Global Water ETF TBLU Stock Holding History

Steward Partners Investment Advisory’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
2025
Q3 		– Sell
-24
Closed -$1.28K – 4413
2025
Q2 		$1.28K Buy
+24
New +$1.2K ﹤0.01% 3821

Other funds holding TBLU

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Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 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 $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Steward Partners Investment Advisory's TBLU Position: Q3 2025 in Review

Steward Partners Investment Advisory sold out of Tortoise Global Water ETF (TBLU) in Q3 2025, closing a stake of 24 shares — an estimated $1.28K sold.

Steward Partners Investment Advisory first reported a position in TBLU in Q2 2025 and held it in 1 quarter. The position peaked at $1.28K in Q2 2025. 38 funds tracked by Wall St. Rank hold TBLU as of Q3 2025.

  • Steward Partners Investment Advisory reported no remaining Tortoise Global Water ETF position as of Q3 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 24 Tortoise Global Water ETF shares in Q3 2025, an estimated $1.28K.
  • Steward Partners Investment Advisory first reported a position in Tortoise Global Water ETF in Q2 2025 and held it in 1 quarter.
  • Steward Partners Investment Advisory's Tortoise Global Water ETF position peaked at $1.28K in Q2 2025.
  • 38 funds tracked by Wall St. Rank held Tortoise Global Water ETF as of Q3 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2025, filed 12 Nov 2025.