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Steele Capital Management, Inc. → HTO

Steele Capital Management, Inc. HTO Position History

H2O America • Industrials

Quarters held
4
Latest value
$745K
Q3 2026
Peak value
$881K
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$881K
Q1 2026$830K
Q2 2026$765K
Q3 2026$745K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$745K38.2K——
Q2 2026$765K39.2K——
Q1 2026$830K42.5K——
Q4 2025$881K45.0K——

Other funds holding HTO

Other Steele Capital Management, Inc. positions

ETHA

ISHARES TR

$288.2M
ETHA

ISHARES TR

$282.8M
ETHA

ISHARES TR

$258.5M
ETHA

ISHARES TR

$246.1M
SCHW-PJ

SCHWAB STRATEGIC TR

$202.3M
SCHW-PJ

SCHWAB STRATEGIC TR

$199.8M
SCHW-PJ

SCHWAB STRATEGIC TR

$195.8M
SCHW-PJ

SCHWAB STRATEGIC TR

$193.8M
Steele Capital Management, Inc. HTO Holdings: 13F Position History | Track13F