Back to HTO
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → HTO
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC HTO Position History
H2O America • Industrials
Quarters held
5
Latest value
$814K
Q3 2026
Peak value
$849K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $450K |
| Q4 2025 | $440K |
| Q1 2026 | $604K |
| Q2 2026 | $849K |
| Q3 2026 | $814K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $814K | 14.0K | — | — |
| Q2 2026 | $849K | 13.8K | — | — |
| Q1 2026 | $604K | 10.2K | — | — |
| Q4 2025 | $440K | 8.7K | — | — |
| Q3 2025 | $450K | 9.4K | — | — |
Other funds holding HTO
$251.3M
$215.7M
$142.4M
$134.5M
$120.4M
$117.3M
$117M