CreativeOne Wealth
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CreativeOne Wealth’s Horizon Small/Mid Cap Core Equity ETF SMOX Stock Holding History

CreativeOne Wealth’s Portfolio SMOX Stock Details SMOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3M Buy
+104,605
New +$3.14M 0.06% 282

Other funds holding SMOX

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Principal Securities
Principal Securities Des Moines, Iowa $8.59B AUM 15.31% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Private Trust Company
Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return

CreativeOne Wealth's SMOX Position: Q3 2026 in Review

CreativeOne Wealth opened a new position in Horizon Small/Mid Cap Core Equity ETF (SMOX) in Q3 2026: 104,605 shares worth $3M. The stake represents 0.06% of the portfolio and ranks #282 among its holdings.

8 funds tracked by Wall St. Rank hold SMOX as of Q3 2026.

  • CreativeOne Wealth held 104,605 shares of Horizon Small/Mid Cap Core Equity ETF worth $3M as of Q3 2026.
  • Horizon Small/Mid Cap Core Equity ETF was a new CreativeOne Wealth position in Q3 2026.
  • Horizon Small/Mid Cap Core Equity ETF made up 0.06% of CreativeOne Wealth's portfolio in Q3 2026, its #282 holding.
  • 8 funds tracked by Wall St. Rank held Horizon Small/Mid Cap Core Equity ETF as of Q3 2026.

Based on CreativeOne Wealth's 13F filing for Q3 2026, filed 12 Nov 2026.