AWM
SFTY

AE Wealth Management’s Horizon Managed Risk ETF SFTY Stock Holding History

AE Wealth Management’s Portfolio SFTY Stock Details SFTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$120K Buy
+3,896
New +$116K ﹤0.01% 1863

Other funds holding SFTY

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

AE Wealth Management's SFTY Position: Q2 2026 in Review

AE Wealth Management opened a new position in Horizon Managed Risk ETF (SFTY) in Q2 2026: 3,896 shares worth $120K. The stake represents ﹤0.01% of the portfolio and ranks #1863 among its holdings.

6 funds tracked by Wall St. Rank hold SFTY as of Q2 2026.

  • AE Wealth Management held 3,896 shares of Horizon Managed Risk ETF worth $120K as of Q2 2026.
  • Horizon Managed Risk ETF was a new AE Wealth Management position in Q2 2026.
  • Horizon Managed Risk ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1863 holding.
  • 6 funds tracked by Wall St. Rank held Horizon Managed Risk ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.