AAS
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Asset Allocation Strategies’s First Trust Horizon Managed Volatility Domestic ETF HUSV Stock Holding History

Asset Allocation Strategies’s Portfolio HUSV Stock Details HUSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.05M Buy
79,465
+9,330
+13% +$367K 0.54% 43
2025
Q4 		$2.71M Buy
70,135
+2,704
+4% +$105K 0.5% 48
2025
Q3 		$2.69M Buy
67,431
+8,332
+14% +$332K 0.53% 49
2025
Q2 		$2.36M Buy
59,099
+6,847
+13% +$270K 0.52% 47
2025
Q1 		$2.1M Buy
52,252
+38,650
+284% +$1.51M 0.52% 46
2024
Q4 		$535K Buy
13,602
+8,318
+157% +$320K 0.13% 93
2024
Q3 		$202K Buy
+5,284
New +$195K 0.06% 115

Other funds holding HUSV

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
GSEP
Golden State Equity Partners South Coast Metro, California $1.32B AUM 23.87% 1-Year Est. Return

Asset Allocation Strategies's HUSV Position: Q1 2026 in Review

Asset Allocation Strategies increased its First Trust Horizon Managed Volatility Domestic ETF (HUSV) stake by 13% in Q1 2026, buying an estimated $367K and bringing the position to 79,465 shares worth $3.05M. The position accounts for 0.54% of the portfolio, ranked #43.

Asset Allocation Strategies first reported a position in HUSV in Q3 2024 and has held it in 7 quarters since. 47 funds tracked by Wall St. Rank hold HUSV as of Q1 2026.

  • Asset Allocation Strategies held 79,465 shares of First Trust Horizon Managed Volatility Domestic ETF worth $3.05M as of Q1 2026.
  • Asset Allocation Strategies bought 9,330 First Trust Horizon Managed Volatility Domestic ETF shares in Q1 2026, an estimated $367K.
  • First Trust Horizon Managed Volatility Domestic ETF made up 0.54% of Asset Allocation Strategies's portfolio in Q1 2026, its #43 holding.
  • Asset Allocation Strategies first reported a position in First Trust Horizon Managed Volatility Domestic ETF in Q3 2024 and has held it in 7 quarters since.
  • 47 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Domestic ETF as of Q1 2026.

Based on Asset Allocation Strategies's 13F filing for Q1 2026, filed 22 Apr 2026.