AWA
HTO

Arete Wealth Advisors’s H2O America HTO Stock Holding History

Arete Wealth Advisors’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
2025
Q4 		– Sell
-5,700
Closed -$278K – 692
2025
Q3 		$278K Sell
5,700
-22
-0.4% -$1.1K 0.02% 625
2025
Q2 		$297K Hold
5,722
– – 0.02% 563
2025
Q1 		$313K Hold
5,722
– – 0.02% 513
2024
Q4 		$281K Buy
+5,722
New +$315K 0.02% 579

Other funds holding HTO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Arete Wealth Advisors's HTO Position: Q4 2025 in Review

Arete Wealth Advisors sold out of H2O America (HTO) in Q4 2025, closing a stake of 5,700 shares — an estimated $278K sold.

Arete Wealth Advisors first reported a position in HTO in Q4 2024 and held it in 4 quarters. The position peaked at $313K in Q1 2025. 279 funds tracked by Wall St. Rank hold HTO as of Q4 2025.

  • Arete Wealth Advisors reported no remaining H2O America position as of Q4 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 5,700 H2O America shares in Q4 2025, an estimated $278K.
  • Arete Wealth Advisors first reported a position in H2O America in Q4 2024 and held it in 4 quarters.
  • Arete Wealth Advisors's H2O America position peaked at $313K in Q1 2025.
  • 279 funds tracked by Wall St. Rank held H2O America as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.