Prospera Financial Services
HTO icon

Prospera Financial Services’s H2O America HTO Stock Holding History

Prospera Financial Services’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
Q3 		$4.75M Sell
79,589
-8,274
-9% -$521K 0.06% 342
2026
Q2 		$5.34M Sell
87,863
-2,149
-2% -$125K 0.08% 271
2026
Q1 		$5.28M Buy
90,012
+2,136
+2% +$116K 0.09% 247
2025
Q4 		$4.31M Buy
87,876
+29,213
+50% +$1.4M 0.07% 275
2025
Q3 		$2.86M Buy
+58,663
New +$2.93M 0.05% 389

Other funds holding HTO

Antipodes Partners
Antipodes Partners Royal Exchange, Australia $5.43B AUM 15.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Ausbil Investment Management
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return

Prospera Financial Services's HTO Position: Q3 2026 in Review

Prospera Financial Services reduced its H2O America (HTO) stake by 9.4% in Q3 2026, selling an estimated $521K and leaving 79,589 shares worth $4.75M. The position accounts for 0.06% of the portfolio, ranked #342.

Prospera Financial Services first reported a position in HTO in Q3 2025 and has held it in 5 quarters since. The position peaked at $5.34M in Q2 2026. 124 funds tracked by Wall St. Rank hold HTO as of Q3 2026.

  • Prospera Financial Services held 79,589 shares of H2O America worth $4.75M as of Q3 2026.
  • Prospera Financial Services sold 8,274 H2O America shares in Q3 2026, an estimated $521K.
  • H2O America made up 0.06% of Prospera Financial Services's portfolio in Q3 2026, its #342 holding.
  • Prospera Financial Services first reported a position in H2O America in Q3 2025 and has held it in 5 quarters since.
  • Prospera Financial Services's H2O America position peaked at $5.34M in Q2 2026.
  • 124 funds tracked by Wall St. Rank held H2O America as of Q3 2026.

Based on Prospera Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.