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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Cooper Financial Group's STOX Position: Q2 2026 in Review

Cooper Financial Group increased its Horizon Core Equity ETF (STOX) stake by 1% in Q2 2026, buying an estimated $270K and bringing the position to 878,898 shares worth $27.3M. The position accounts for 2.26% of the portfolio, ranked #7.

Cooper Financial Group first reported a position in STOX in Q1 2026 and has held it in 2 quarters since. 1 fund tracked by Wall St. Rank holds STOX as of Q2 2026.

  • Cooper Financial Group held 878,898 shares of Horizon Core Equity ETF worth $27.3M as of Q2 2026.
  • Cooper Financial Group bought 8,982 Horizon Core Equity ETF shares in Q2 2026, an estimated $270K.
  • Horizon Core Equity ETF made up 2.26% of Cooper Financial Group's portfolio in Q2 2026, its #7 holding.
  • Cooper Financial Group first reported a position in Horizon Core Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 1 fund tracked by Wall St. Rank held Horizon Core Equity ETF as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.