LifeSteps Financial
HTZWW icon

LifeSteps Financial’s Hertz Global Holdings Warrants HTZWW Stock Holding History

LifeSteps Financial’s Portfolio HTZWW Stock Details HTZWW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-81
Closed -$88 – 370
2026
Q2 		$88 Buy
+81
New +$213 ﹤0.01% 777
2024
Q2 		– Sell
-81
Closed -$360 – 221
2024
Q1 		$360 Buy
+81
New +$381 ﹤0.01% 427

Other funds holding HTZWW

AFA
Alta Fundamental Advisers New York $232M AUM 38.39% 1-Year Est. Return
Sculptor Capital
Sculptor Capital New York $10.4B AUM 27.51% 1-Year Est. Return
Leonteq Securities AG
Leonteq Securities AG Zurich, Switzerland $2.44B AUM 50.17% 1-Year Est. Return
PH
Pinnacle Holdings Tulsa, Oklahoma $319M AUM 21% 1-Year Est. Return
Sanctuary Advisors
Sanctuary Advisors Indianapolis, Indiana $23.4B AUM 20.87% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
GSC
Ground Swell Capital Folly Beach, South Carolina $43.4M AUM 20.78% 1-Year Est. Return
Successful Portfolios
Successful Portfolios Clearwater, Florida $217M AUM 30.72% 1-Year Est. Return

LifeSteps Financial's HTZWW Position: Q3 2026 in Review

LifeSteps Financial sold out of Hertz Global Holdings Warrants (HTZWW) in Q3 2026, closing a stake of 81 shares — an estimated $88 sold.

LifeSteps Financial first reported a position in HTZWW in Q1 2024 and held it in 2 quarters. The position peaked at $360 in Q1 2024. 44 funds tracked by Wall St. Rank hold HTZWW as of Q3 2026.

  • LifeSteps Financial reported no remaining Hertz Global Holdings Warrants position as of Q3 2026 after selling out during the quarter.
  • LifeSteps Financial sold 81 Hertz Global Holdings Warrants shares in Q3 2026, an estimated $88.
  • LifeSteps Financial first reported a position in Hertz Global Holdings Warrants in Q1 2024 and held it in 2 quarters.
  • LifeSteps Financial's Hertz Global Holdings Warrants position peaked at $360 in Q1 2024.
  • 44 funds tracked by Wall St. Rank held Hertz Global Holdings Warrants as of Q3 2026.

Based on LifeSteps Financial's 13F filing for Q3 2026, filed 15 Oct 2026.