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Phoenix Wealth Advisors

Position in TBLU — Tortoise Global Water ETF

CIK 1842362 CHAPEL HILL, NC

Position in TBLU

as of Mar 31, 2026 · filed Apr 22, 2026
Position Value
$892,368
-$37,635 QoQ
Shares Held
17,698
-3.3% QoQ
Ownership
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in TBLU Over Time

Shares Held

Position Value (USD)

All Filings in TBLU

Export CSV
3 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $892,368 17,698
2025-12-31 $930,003 18,305
2025-09-30 $977,230 18,339