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Toth Financial Advisory’s Energy Recovery ERII Stock Holding History

Toth Financial Advisory’s Portfolio ERII Stock Details ERII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$454 Buy
+68
New +$543 ﹤0.01% 1003

Other funds holding ERII

KAM
Kopion Asset Management Mckinney, Texas $156M AUM 4.73% 1-Year Est. Return
MGI
Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Toth Financial Advisory's ERII Position: Q3 2026 in Review

Toth Financial Advisory opened a new position in Energy Recovery (ERII) in Q3 2026: 68 shares worth $454. The stake represents ﹤0.01% of the portfolio and ranks #1003 among its holdings.

7 funds tracked by Wall St. Rank hold ERII as of Q3 2026.

  • Toth Financial Advisory held 68 shares of Energy Recovery worth $454 as of Q3 2026.
  • Energy Recovery was a new Toth Financial Advisory position in Q3 2026.
  • Energy Recovery made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #1003 holding.
  • 7 funds tracked by Wall St. Rank held Energy Recovery as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.