Cambridge Investment Research Advisors
STOX

Cambridge Investment Research Advisors’s Horizon Core Equity ETF STOX Stock Holding History

Cambridge Investment Research Advisors’s Portfolio STOX Stock Details STOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.74M Buy
249,451
+77,124
+45% +$2.31M 0.02% 800
2026
Q1 		$4.66M Buy
172,327
+142,357
+475% +$4.03M 0.01% 1004
2025
Q4 		$849K Buy
+29,970
New +$839K ﹤0.01% 2229

Other funds holding STOX

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cambridge Investment Research Advisors's STOX Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Horizon Core Equity ETF (STOX) stake by 45% in Q2 2026, buying an estimated $2.31M and bringing the position to 249,451 shares worth $7.74M. The position accounts for 0.02% of the portfolio, ranked #800.

Cambridge Investment Research Advisors first reported a position in STOX in Q4 2025 and has held it in 3 quarters since. 12 funds tracked by Wall St. Rank hold STOX as of Q2 2026.

  • Cambridge Investment Research Advisors held 249,451 shares of Horizon Core Equity ETF worth $7.74M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 77,124 Horizon Core Equity ETF shares in Q2 2026, an estimated $2.31M.
  • Horizon Core Equity ETF made up 0.02% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #800 holding.
  • Cambridge Investment Research Advisors first reported a position in Horizon Core Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 12 funds tracked by Wall St. Rank held Horizon Core Equity ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.