E. Ohman J:or Asset Management’s H2O America HTO Stock Holding History

E. Ohman J:or Asset 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 Q2	$3.37M	Buy	55,208 +4,021	+8%	+$233K	0.08%	132
2026 Q1	$3.01M	Buy	51,187 +4,157	+9%	+$226K	0.08%	132
2025 Q4	$2.31M	Hold	47,030	–	–	0.05%	165
2025 Q3	$2.29M	Hold	47,030	–	–	0.05%	168
2025 Q2	$2.45M	Hold	47,030	–	–	0.06%	150
2025 Q1	$2.57M	Buy	47,030 +14,497	+45%	+$742K	0.07%	140
2024 Q4	$1.6M	Hold	32,533	–	–	0.04%	206
2024 Q3	$1.89M	Buy	32,533 +2,300	+8%	+$135K	0.05%	167
2024 Q2	$1.64M	Buy	30,233 +873	+3%	+$47.8K	0.04%	185
2024 Q1	$1.66M	Buy	29,360 +4,766	+19%	+$283K	0.04%	189
2023 Q4	$1.61M	Buy	24,594 +894	+4%	+$56.7K	0.06%	156
2023 Q3	$1.42M	Hold	23,700	–	–	0.05%	194
2023 Q2	$1.66M	Buy	23,700 +1,700	+8%	+$128K	0.06%	181
2023 Q1	$1.67M	Hold	22,000	–	–	0.07%	177
2022 Q4	$1.79M	Buy	+22,000	New	+$1.57M	0.08%	151

Other funds holding HTO

Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return