AssetMark Inc
HUSV icon

AssetMark Inc’s First Trust Horizon Managed Volatility Domestic ETF HUSV Stock Holding History

AssetMark Inc’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
Q3 		$81.2K Hold
2,100
– – ﹤0.01% 1706
2026
Q2 		$82.5K Buy
+2,100
New +$82.1K ﹤0.01% 1680
2021
Q2 		– Sell
-160
Closed -$5K – 1418
2021
Q1 		$5K Buy
+160
New +$4.6K ﹤0.01% 1003

Other funds holding HUSV

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Golden State Wealth Management
Golden State Wealth Management Santa Ana, California $1.1B AUM 19.2% 1-Year Est. Return
Asset Allocation Strategies
Asset Allocation Strategies Farmington, Michigan $668M AUM 11.11% 1-Year Est. Return
RFG Advisory
RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Golden State Equity Partners
Golden State Equity Partners South Coast Metro, California $1.7B AUM 14.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
CF
Carlson Financial Canby, Oregon $189M AUM 17.78% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
J.W. Cole Advisors
J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return

AssetMark Inc's HUSV Position: Q3 2026 in Review

AssetMark Inc held its First Trust Horizon Managed Volatility Domestic ETF (HUSV) position steady in Q3 2026 at 2,100 shares worth $81.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1706.

AssetMark Inc first reported a position in HUSV in Q1 2021 and has held it in 3 quarters since. The position peaked at $82.5K in Q2 2026. 26 funds tracked by Wall St. Rank hold HUSV as of Q3 2026.

  • AssetMark Inc held 2,100 shares of First Trust Horizon Managed Volatility Domestic ETF worth $81.2K as of Q3 2026.
  • AssetMark Inc left its First Trust Horizon Managed Volatility Domestic ETF share count unchanged in Q3 2026.
  • First Trust Horizon Managed Volatility Domestic ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #1706 holding.
  • AssetMark Inc first reported a position in First Trust Horizon Managed Volatility Domestic ETF in Q1 2021 and has held it in 3 quarters since.
  • AssetMark Inc's First Trust Horizon Managed Volatility Domestic ETF position peaked at $82.5K in Q2 2026.
  • 26 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Domestic ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.