Back to HTO
Kestra Advisory Services, LLC → HTO
Kestra Advisory Services, LLC HTO Position History
H2O America • Industrials
Quarters held
6
Latest value
$14.5M
Q3 2026
Peak value
$19.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $9.1M |
| Q4 2025 | $11.3M |
| Q4 2025 | $124K |
| Q1 2026 | $13.9M |
| Q2 2026 | $19.8M |
| Q3 2026 | $14.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $14.5M | 744.7K | — | — |
| Q2 2026 | $19.8M | 1.01M | — | — |
| Q1 2026 | $13.9M | 711.4K | — | — |
| Q4 2025 | $124K | 2.5K | — | — |
| Q4 2025 | $11.3M | 579.4K | — | — |
| Q3 2025 | $9.1M | 465.0K | — | — |
Other funds holding HTO
$251.3M
$215.7M
$142.4M
$134.5M
$120.4M
$117.3M
$117M