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Able Wealth Management’s HomeTrust Bancshares HTB Stock Holding History

Able Wealth Management’s Portfolio HTB Stock Details HTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-9,170
Closed -$457K – 234
2026
Q2 		$457K Buy
+9,170
New +$425K 0.11% 83

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ET
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EM
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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
DSC
Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Able Wealth Management's HTB Position: Q3 2026 in Review

Able Wealth Management sold out of HomeTrust Bancshares (HTB) in Q3 2026, closing a stake of 9,170 shares — an estimated $457K sold.

Able Wealth Management first reported a position in HTB in Q2 2026 and held it in 1 quarter. The position peaked at $457K in Q2 2026. 15 funds tracked by Wall St. Rank hold HTB as of Q3 2026.

  • Able Wealth Management reported no remaining HomeTrust Bancshares position as of Q3 2026 after selling out during the quarter.
  • Able Wealth Management sold 9,170 HomeTrust Bancshares shares in Q3 2026, an estimated $457K.
  • Able Wealth Management first reported a position in HomeTrust Bancshares in Q2 2026 and held it in 1 quarter.
  • Able Wealth Management's HomeTrust Bancshares position peaked at $457K in Q2 2026.
  • 15 funds tracked by Wall St. Rank held HomeTrust Bancshares as of Q3 2026.

Based on Able Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.