USCWA
TBLU

U.S. Capital Wealth Advisors’s Tortoise Global Water ETF TBLU Stock Holding History

U.S. Capital Wealth Advisors’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
2023
Q1 		– Sell
-8
Closed -$299 – 1565
2022
Q4 		$299 Buy
+8
New +$290 ﹤0.01% 1592

Other funds holding TBLU

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

U.S. Capital Wealth Advisors's TBLU Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Tortoise Global Water ETF (TBLU) in Q1 2023, closing a stake of 8 shares — an estimated $299 sold.

U.S. Capital Wealth Advisors first reported a position in TBLU in Q4 2022 and held it in 1 quarter. The position peaked at $299 in Q4 2022. 32 funds tracked by Wall St. Rank hold TBLU as of Q1 2023.

  • U.S. Capital Wealth Advisors reported no remaining Tortoise Global Water ETF position as of Q1 2023 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 8 Tortoise Global Water ETF shares in Q1 2023, an estimated $299.
  • U.S. Capital Wealth Advisors first reported a position in Tortoise Global Water ETF in Q4 2022 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's Tortoise Global Water ETF position peaked at $299 in Q4 2022.
  • 32 funds tracked by Wall St. Rank held Tortoise Global Water ETF as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.