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Tortoise Global Water Fund shares owned by Phoenix Wealth Advisors

Quarter-by-quarter ownership of Tortoise Global Water Fund (TBLU) shares owned by Phoenix Wealth Advisors from 13F filings

Historical chart of Phoenix Wealth Advisors investment in Tortoise Global Water Fund

Tip: Access up to 7 years of quarterly data

All positions including Tortoise Global Water Fund held by Phoenix Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Tortoise Global Water Fund by Phoenix Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $977k 18k 53.29

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View all positions for Phoenix Wealth Advisors

Top funds holding Tortoise Global Water Fund

Harel Insurance Investments & Financial Services
Gts Securities
Phoenix Wealth Advisors
LPL Financial
Raymond James Financial
Equitable Holdings
WCG Wealth Advisors
Mariner Wealth Advisors
Envestnet Asset Management
UBS Group
Colony
Citadel Advisors
Signature Estate and Investment Advisors
Captrust Financial Advisors
Atlantic Trust

View all funds holding Tortoise Global Water Fund