Wealth Enhancement Advisory Services

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 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

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

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B 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

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

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return