Able Wealth Management’s H2O America HTO Stock Holding History

Able Wealth Management’s Portfolio HTO Stock Details HTO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$305K	Buy	+5,217	New	+$328K	0.07%	106

Other funds holding HTO

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

E. Ohman J:or Asset Management Stockholm, Sweden $4.47B AUM 27.58% 1-Year Est. Return

Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $777M AUM 22.3% 1-Year Est. Return

Fifth Third Wealth Advisors Cincinnati, Ohio $3.78B AUM 26.11% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

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

Able Wealth Management opened a new position in H2O America (HTO) in Q3 2026: 5,217 shares worth $305K. The stake represents 0.07% of the portfolio and ranks #106 among its holdings.

65 funds tracked by Wall St. Rank hold HTO as of Q3 2026.

Able Wealth Management held 5,217 shares of H2O America worth $305K as of Q3 2026.
H2O America was a new Able Wealth Management position in Q3 2026.
H2O America made up 0.07% of Able Wealth Management's portfolio in Q3 2026, its #106 holding.
65 funds tracked by Wall St. Rank held H2O America as of Q3 2026.

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