Question 1

Does LPL Financial own TBLU stock?

Accepted Answer

Yes. As of its Q2 2026 13F, LPL Financial holds 16,728 shares of TBLU (Tortoise Global Water ETF), worth $863,146.

Question 2

How many shares of TBLU does LPL Financial own?

Accepted Answer

As of its Q2 2026 13F, LPL Financial holds 16,728 shares of TBLU (Tortoise Global Water ETF).

Question 3

What is LPL Financial's TBLU position worth?

Accepted Answer

As of its Q2 2026 13F, LPL Financial's TBLU position is worth $863,146.

Question 4

Is LPL Financial buying or selling TBLU?

Accepted Answer

In Q2 2026, LPL Financial increased its TBLU position by 190 shares (+1.2%).

Question 5

When did LPL Financial first buy TBLU?

Accepted Answer

LPL Financial first reported TBLU in its Q3 2025 13F and has listed it in 4 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	16,728	+1.1%	$863,146	0.0%	$51.60	25
2026-Q1	Decreased	16,538	-4.4%	$833,867	0.0%	$49.92	0
2025-Q4	Increased	17,306	+0.6%	$879,231	0.0%	$50.30	25
2025-Q3	New	17,206	-	$916,846	0.0%	$51.49	34

TBLU4 quarters

TBLU
4 quarters