Creative Planning’s Horizon Managed Risk ETF SFTY Stock Holding History

Creative Planning’s Portfolio SFTY Stock Details SFTY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$250K	Buy	+8,143	New	+$243K	﹤0.01%	3712

Other funds holding SFTY

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JMA

J.M. Arbour Gardiner, Maine $116M AUM

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

IAA

Independent Advisor Alliance Charlotte, North Carolina $4.27B AUM 45.92% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Creative Planning's SFTY Position: Q2 2026 in Review

Creative Planning opened a new position in Horizon Managed Risk ETF (SFTY) in Q2 2026: 8,143 shares worth $250K. The stake represents ﹤0.01% of the portfolio and ranks #3712 among its holdings.

19 funds tracked by Wall St. Rank hold SFTY as of Q2 2026.

Creative Planning held 8,143 shares of Horizon Managed Risk ETF worth $250K as of Q2 2026.
Horizon Managed Risk ETF was a new Creative Planning position in Q2 2026.
Horizon Managed Risk ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3712 holding.
19 funds tracked by Wall St. Rank held Horizon Managed Risk ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.