WCFA
TBLU

Walkner Condon Financial Advisors’s Tortoise Global Water ETF TBLU Stock Holding History

Walkner Condon Financial 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
2025
Q3 		– Sell
-6,849
Closed -$362K – 313
2025
Q2 		$362K Sell
6,849
-999
-13% -$49.9K 0.07% 196
2025
Q1 		$371K Buy
7,848
+12
+0.2% +$568 0.08% 182
2024
Q4 		$368K Buy
7,836
+227
+3% +$11.2K 0.07% 189
2024
Q3 		$381K Sell
7,609
-1,108
-13% -$52.7K 0.08% 183
2024
Q2 		$395K Buy
8,717
+224
+3% +$10.4K 0.09% 169
2024
Q1 		$397K Sell
8,493
-2,206
-21% -$97.4K 0.08% 179
2023
Q4 		$469K Buy
10,699
+147
+1% +$5.86K 0.11% 157
2023
Q3 		$401K Buy
10,552
+363
+4% +$14.7K 0.11% 154
2023
Q2 		$420K Buy
10,189
+442
+5% +$17.7K 0.11% 147
2023
Q1 		$386K Buy
9,747
+147
+2% +$5.75K 0.11% 151
2022
Q4 		$353K Buy
9,600
+221
+2% +$8.01K 0.11% 152
2022
Q3 		$309K Buy
9,379
+1,104
+13% +$41K 0.1% 160
2022
Q2 		$295K Buy
8,275
+179
+2% +$6.86K 0.09% 174
2022
Q1 		$340K Buy
+8,096
New +$355K 0.1% 166

Other funds holding TBLU

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 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 $253M AUM 17.97% 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 $374B AUM 17.66% 1-Year Est. Return

Walkner Condon Financial Advisors's TBLU Position: Q3 2025 in Review

Walkner Condon Financial Advisors sold out of Tortoise Global Water ETF (TBLU) in Q3 2025, closing a stake of 6,849 shares — an estimated $362K sold.

Walkner Condon Financial Advisors first reported a position in TBLU in Q1 2022 and held it in 14 quarters. The position peaked at $469K in Q4 2023. 38 funds tracked by Wall St. Rank hold TBLU as of Q3 2025.

  • Walkner Condon Financial Advisors reported no remaining Tortoise Global Water ETF position as of Q3 2025 after selling out during the quarter.
  • Walkner Condon Financial Advisors sold 6,849 Tortoise Global Water ETF shares in Q3 2025, an estimated $362K.
  • Walkner Condon Financial Advisors first reported a position in Tortoise Global Water ETF in Q1 2022 and held it in 14 quarters.
  • Walkner Condon Financial Advisors's Tortoise Global Water ETF position peaked at $469K in Q4 2023.
  • 38 funds tracked by Wall St. Rank held Tortoise Global Water ETF as of Q3 2025.

Based on Walkner Condon Financial Advisors's 13F filing for Q3 2025, filed 29 Oct 2025.