Sound Income Strategies’s H2O America HTO Stock Holding History

Sound Income Strategies’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	$1.37K	Hold	23	–	–	﹤0.01%	2240
2025 Q4	$1.24K	Buy	+23	New	+$1.1K	﹤0.01%	2244

Other funds holding HTO

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

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Sound Income Strategies's HTO Position: Q1 2026 in Review

Sound Income Strategies held its H2O America (HTO) position steady in Q1 2026 at 23 shares worth $1.37K. The position accounts for ﹤0.01% of the portfolio, ranked #2240.

Sound Income Strategies first reported a position in HTO in Q4 2025 and has held it in 2 quarters since. 312 funds tracked by Wall St. Rank hold HTO as of Q1 2026.

Sound Income Strategies held 23 shares of H2O America worth $1.37K as of Q1 2026.
Sound Income Strategies left its H2O America share count unchanged in Q1 2026.
H2O America made up ﹤0.01% of Sound Income Strategies's portfolio in Q1 2026, its #2240 holding.
Sound Income Strategies first reported a position in H2O America in Q4 2025 and has held it in 2 quarters since.
312 funds tracked by Wall St. Rank held H2O America as of Q1 2026.

Based on Sound Income Strategies's 13F filing for Q1 2026, filed 27 Apr 2026.