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Creative Planning HTO Position History
H2O America • Industrials
Quarters held
13
Latest value
$1.2M
Q3 2026
Peak value
$2.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $250K |
| Q3 2025 | $4K |
| Q3 2025 | $2.6M |
| Q4 2025 | $477K |
| Q4 2025 | $2.1M |
| Q1 2026 | $1.8M |
| Q1 2026 | $610K |
| Q2 2026 | $1.8M |
| Q2 2026 | $31K |
| Q2 2026 | $846K |
| Q3 2026 | $1.6M |
| Q3 2026 | $31K |
| Q3 2026 | $1.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.2M | 18.7K | — | — |
| Q3 2026 | $31K | 504 | — | — |
| Q3 2026 | $1.6M | 83.3K | — | — |
| Q2 2026 | $846K | 13.9K | — | — |
| Q2 2026 | $31K | 504 | — | — |
| Q2 2026 | $1.8M | 91.7K | — | — |
| Q1 2026 | $610K | 10.4K | — | — |
| Q1 2026 | $1.8M | 90.7K | — | — |
| Q4 2025 | $2.1M | 109.0K | — | — |
| Q4 2025 | $477K | 9.7K | — | — |
| Q3 2025 | $2.6M | 132.6K | — | — |
| Q3 2025 | $4K | 84 | — | — |
| Q3 2025 | $250K | 5.1K | — | — |
Other funds holding HTO
$251.3M
$215.7M
$142.4M
$134.5M
$120.4M
$117.3M
$117M