Cetera Investment Advisers
HTO

Cetera Investment Advisers’s H2O America HTO Stock Holding History

Cetera Investment Advisers’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
Q1 		$716K Buy
12,199
+6,813
+126% +$371K ﹤0.01% 3201
2025
Q4 		$264K Buy
5,386
+705
+15% +$33.8K ﹤0.01% 4013
2025
Q3 		$228K Buy
+4,681
New +$234K ﹤0.01% 4060
2024
Q3 		– Sell
-5,020
Closed -$272K – 3889
2024
Q2 		$272K Sell
5,020
-222
-4% -$12.1K ﹤0.01% 3113
2024
Q1 		$297K Buy
+5,242
New +$311K ﹤0.01% 3049
2023
Q1 		– Sell
-2,555
Closed -$207K – 2236
2022
Q4 		$207K Buy
+2,555
New +$183K ﹤0.01% 1886

Other funds holding HTO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AIP
Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.19B AUM 36.17% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
SFM
Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Cetera Investment Advisers's HTO Position: Q1 2026 in Review

Cetera Investment Advisers increased its H2O America (HTO) stake by 126% in Q1 2026, buying an estimated $371K and bringing the position to 12,199 shares worth $716K. The position accounts for ﹤0.01% of the portfolio, ranked #3201.

Cetera Investment Advisers first reported a position in HTO in Q4 2022 and has held it in 6 quarters since. 312 funds tracked by Wall St. Rank hold HTO as of Q1 2026.

  • Cetera Investment Advisers held 12,199 shares of H2O America worth $716K as of Q1 2026.
  • Cetera Investment Advisers bought 6,813 H2O America shares in Q1 2026, an estimated $371K.
  • H2O America made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #3201 holding.
  • Cetera Investment Advisers first reported a position in H2O America in Q4 2022 and has held it in 6 quarters since.
  • 312 funds tracked by Wall St. Rank held H2O America as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.