GoalVest Advisory’s Select Water Solutions WTTR Stock Holding History

GoalVest Advisory’s Portfolio WTTR Stock Details WTTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.62K	Hold	231	–	–	﹤0.01%	391
2026 Q1	$3.53K	Buy	+231	New	+$3.02K	﹤0.01%	410

Other funds holding WTTR

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

Assenagon Asset Management

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

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Steadtrust Allen, Texas $198M AUM 99.37% 1-Year Est. Return

Wealth Enhancement Advisory Services

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

BCO Wealth Management Carlsbad, New Mexico $183M AUM 15.82% 1-Year Est. Return

Harbour Capital Advisors Tysons Corner, Virginia $549M AUM 54.99% 1-Year Est. Return

Kings Path Partners Sugar Land, Texas $376M AUM 19% 1-Year Est. Return

GoalVest Advisory's WTTR Position: Q2 2026 in Review

GoalVest Advisory held its Select Water Solutions (WTTR) position steady in Q2 2026 at 231 shares worth $4.62K. The position accounts for ﹤0.01% of the portfolio, ranked #391.

GoalVest Advisory first reported a position in WTTR in Q1 2026 and has held it in 2 quarters since. 21 funds tracked by Wall St. Rank hold WTTR as of Q2 2026.

GoalVest Advisory held 231 shares of Select Water Solutions worth $4.62K as of Q2 2026.
GoalVest Advisory left its Select Water Solutions share count unchanged in Q2 2026.
Select Water Solutions made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #391 holding.
GoalVest Advisory first reported a position in Select Water Solutions in Q1 2026 and has held it in 2 quarters since.
21 funds tracked by Wall St. Rank held Select Water Solutions as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.