Wealth Enhancement Advisory Services’s H2O America HTO Stock Holding History

Wealth Enhancement Advisory 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	$814K	Buy	14,024 +211	+2%	+$13.3K	﹤0.01%	2351
2026 Q2	$849K	Buy	13,813 +3,614	+35%	+$210K	﹤0.01%	2200
2026 Q1	$604K	Buy	10,199 +1,506	+17%	+$82K	﹤0.01%	2170
2025 Q4	$440K	Sell	8,693 -748	-8%	-$35.9K	﹤0.01%	2579
2025 Q3	$450K	Buy	9,441 +3,630	+62%	+$181K	﹤0.01%	2448
2025 Q2	$308K	Buy	+5,811	New	+$309K	﹤0.01%	2621

Other funds holding HTO

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

E. Ohman J:or Asset Management Stockholm, Sweden $4.47B AUM 27.58% 1-Year Est. Return

North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return

Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $777M AUM 22.3% 1-Year Est. Return

Fifth Third Wealth Advisors Cincinnati, Ohio $3.78B AUM 26.11% 1-Year Est. Return

Wealth Enhancement Advisory Services's HTO Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its H2O America (HTO) stake by 1.5% in Q3 2026, buying an estimated $13.3K and bringing the position to 14,024 shares worth $814K. The position accounts for ﹤0.01% of the portfolio, ranked #2351.

Wealth Enhancement Advisory Services first reported a position in HTO in Q2 2025 and has held it in 6 quarters since. The position peaked at $849K in Q2 2026. 78 funds tracked by Wall St. Rank hold HTO as of Q3 2026.

Wealth Enhancement Advisory Services held 14,024 shares of H2O America worth $814K as of Q3 2026.
Wealth Enhancement Advisory Services bought 211 H2O America shares in Q3 2026, an estimated $13.3K.
H2O America made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2351 holding.
Wealth Enhancement Advisory Services first reported a position in H2O America in Q2 2025 and has held it in 6 quarters since.
Wealth Enhancement Advisory Services's H2O America position peaked at $849K in Q2 2026.
78 funds tracked by Wall St. Rank held H2O America as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.