Cooper Financial Group’s Horizon Core Equity ETF STOX Stock Holding History

Cooper Financial Group’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 Q3	$28.9M	Buy	904,387 +25,489	+3%	+$807K	2.3%	9
2026 Q2	$27.3M	Buy	878,898 +8,982	+1%	+$270K	2.26%	7
2026 Q1	$23.5M	Buy	+869,916	New	+$24.6M	2.38%	8

Other funds holding STOX

Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return

Cooper Financial Group's STOX Position: Q3 2026 in Review

Cooper Financial Group increased its Horizon Core Equity ETF (STOX) stake by 2.9% in Q3 2026, buying an estimated $807K and bringing the position to 904,387 shares worth $28.9M. The position accounts for 2.3% of the portfolio, ranked #9.

Cooper Financial Group first reported a position in STOX in Q1 2026 and has held it in 3 quarters since. 2 funds tracked by Wall St. Rank hold STOX as of Q3 2026.

Cooper Financial Group held 904,387 shares of Horizon Core Equity ETF worth $28.9M as of Q3 2026.
Cooper Financial Group bought 25,489 Horizon Core Equity ETF shares in Q3 2026, an estimated $807K.
Horizon Core Equity ETF made up 2.3% of Cooper Financial Group's portfolio in Q3 2026, its #9 holding.
Cooper Financial Group first reported a position in Horizon Core Equity ETF in Q1 2026 and has held it in 3 quarters since.
2 funds tracked by Wall St. Rank held Horizon Core Equity ETF as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.