TCM
TBLU

Tradewinds Capital Management’s Tortoise Global Water ETF TBLU Stock Holding History

Tradewinds Capital 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 		$528 Hold
10
– – ﹤0.01% 643
2025
Q4 		$532 Hold
10
– – ﹤0.01% 614
2025
Q3 		$558 Buy
+10
New +$536 ﹤0.01% 599
2025
Q2 		– Sell
-10
Closed -$492 – 704
2025
Q1 		$492 Hold
10
– – ﹤0.01% 580
2024
Q4 		$484 Hold
10
– – ﹤0.01% 591
2024
Q3 		$517 Hold
10
– – ﹤0.01% 552
2024
Q2 		$468 Hold
10
– – ﹤0.01% 526
2024
Q1 		$479 Buy
+10
New +$442 ﹤0.01% 496

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

Tradewinds Capital Management's TBLU Position: Q1 2026 in Review

Tradewinds Capital Management held its Tortoise Global Water ETF (TBLU) position steady in Q1 2026 at 10 shares worth $528. The position accounts for ﹤0.01% of the portfolio, ranked #643.

Tradewinds Capital Management first reported a position in TBLU in Q1 2024 and has held it in 8 quarters since. The position peaked at $558 in Q3 2025. 39 funds tracked by Wall St. Rank hold TBLU as of Q1 2026.

  • Tradewinds Capital Management held 10 shares of Tortoise Global Water ETF worth $528 as of Q1 2026.
  • Tradewinds Capital Management left its Tortoise Global Water ETF share count unchanged in Q1 2026.
  • Tortoise Global Water ETF made up ﹤0.01% of Tradewinds Capital Management's portfolio in Q1 2026, its #643 holding.
  • Tradewinds Capital Management first reported a position in Tortoise Global Water ETF in Q1 2024 and has held it in 8 quarters since.
  • Tradewinds Capital Management's Tortoise Global Water ETF position peaked at $558 in Q3 2025.
  • 39 funds tracked by Wall St. Rank held Tortoise Global Water ETF as of Q1 2026.

Based on Tradewinds Capital Management's 13F filing for Q1 2026, filed 15 Apr 2026.