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WCG Wealth Advisors LLC

Position in TBLU — Tortoise Global Water ETF

CIK 1855713 LAS VEGAS, NV

Position in TBLU

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$4,516,909
+$980,714 QoQ
Shares Held
87,537
+24.8% QoQ
Ownership
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1
of 21 holders
Holding Since
Sep 2025
4 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
4 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $4,516,909 87,537
2026-03-31 $3,536,195 70,132
2025-12-31 $3,430,573 67,523
2025-09-30 $688,947 12,929