CFD
HRZN icon

Creative Financial Designs’s Horizon Technology Finance HRZN Stock Holding History

Creative Financial Designs’s Portfolio HRZN Stock Details HRZN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$63.3K Buy
13,378
+3,378
+34% +$14.6K ﹤0.01% 941
2026
Q1 		$42.1K Buy
+10,000
New +$57.9K ﹤0.01% 955
2024
Q4 		– Sell
-6,600
Closed -$70.3K – 1812
2024
Q3 		$70.3K Hold
6,600
– – 0.01% 684
2024
Q2 		$79.5K Hold
6,600
– – 0.01% 636
2024
Q1 		$75K Sell
6,600
-12,781
-66% -$161K 0.01% 627
2023
Q4 		$255K Buy
19,381
+2,627
+16% +$32.1K 0.03% 342
2023
Q3 		$199K Buy
16,754
+54
+0.3% +$662 0.02% 334
2023
Q2 		$202K Buy
16,700
+3,500
+27% +$41.9K 0.02% 340
2023
Q1 		$149K Buy
13,200
+3,562
+37% +$42.5K 0.02% 381
2022
Q4 		$112K Sell
9,638
-369
-4% -$4.42K 0.02% 433
2022
Q3 		$100K Buy
10,007
+1,173
+13% +$14.4K 0.02% 436
2022
Q2 		$102K Buy
8,834
+171
+2% +$2.14K 0.02% 436
2022
Q1 		$120K Buy
8,663
+138
+2% +$2.08K 0.02% 401
2021
Q4 		$136K Buy
8,525
+141
+2% +$2.38K 0.02% 382
2021
Q3 		$136K Buy
8,384
+117
+1% +$1.99K 0.02% 386
2021
Q2 		$143K Buy
8,267
+119
+1% +$1.97K 0.02% 372
2021
Q1 		$117K Buy
8,148
+138
+2% +$1.92K 0.02% 383
2020
Q4 		$106K Buy
8,010
+148
+2% +$1.85K 0.02% 370
2020
Q3 		$97K Buy
7,862
+155
+2% +$1.83K 0.02% 344
2020
Q2 		$84K Buy
+7,707
New +$77.4K 0.03% 318

Other funds holding HRZN

CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
LG
LaFleur & Godfrey Grand Rapids, Michigan $842M AUM 24.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Creative Financial Designs's HRZN Position: Q2 2026 in Review

Creative Financial Designs increased its Horizon Technology Finance (HRZN) stake by 34% in Q2 2026, buying an estimated $14.6K and bringing the position to 13,378 shares worth $63.3K. The position accounts for ﹤0.01% of the portfolio, ranked #941.

Creative Financial Designs first reported a position in HRZN in Q2 2020 and has held it in 20 quarters since. The position peaked at $255K in Q4 2023. 27 funds tracked by Wall St. Rank hold HRZN as of Q2 2026.

  • Creative Financial Designs held 13,378 shares of Horizon Technology Finance worth $63.3K as of Q2 2026.
  • Creative Financial Designs bought 3,378 Horizon Technology Finance shares in Q2 2026, an estimated $14.6K.
  • Horizon Technology Finance made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #941 holding.
  • Creative Financial Designs first reported a position in Horizon Technology Finance in Q2 2020 and has held it in 20 quarters since.
  • Creative Financial Designs's Horizon Technology Finance position peaked at $255K in Q4 2023.
  • 27 funds tracked by Wall St. Rank held Horizon Technology Finance as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.