True Wealth Design’s H2O America HTO Stock Holding History

True Wealth Design’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 Q2	$1.03K	Hold	17	–	–	﹤0.01%	1963
2026 Q1	$998	Hold	17	–	–	﹤0.01%	1804
2025 Q4	$833	Sell	17 -25	-60%	-$1.2K	﹤0.01%	1774
2025 Q3	$2.05K	Sell	42 -81	-66%	-$4.04K	﹤0.01%	1448
2025 Q2	$6.39K	Buy	123 +101	+459%	+$5.37K	﹤0.01%	720
2025 Q1	$1.2K	Sell	22 -143	-87%	-$7.32K	﹤0.01%	1199
2024 Q4	$8.12K	Buy	+165	New	+$9.09K	﹤0.01%	452

Other funds holding HTO

Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return

Assenagon Asset Management

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

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

Wealth Enhancement Advisory Services

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

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return