Envestnet Asset Management
SMOX

Envestnet Asset Management’s Horizon Small/Mid Cap Core Equity ETF SMOX Stock Holding History

Envestnet Asset Management’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
Q2 		$10.7M Buy
+350,228
New +$10.2M ﹤0.01% 1886

Other funds holding SMOX

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Envestnet Asset Management's SMOX Position: Q2 2026 in Review

Envestnet Asset Management opened a new position in Horizon Small/Mid Cap Core Equity ETF (SMOX) in Q2 2026: 350,228 shares worth $10.7M. The stake represents ﹤0.01% of the portfolio and ranks #1886 among its holdings.

3 funds tracked by Wall St. Rank hold SMOX as of Q2 2026.

  • Envestnet Asset Management held 350,228 shares of Horizon Small/Mid Cap Core Equity ETF worth $10.7M as of Q2 2026.
  • Horizon Small/Mid Cap Core Equity ETF was a new Envestnet Asset Management position in Q2 2026.
  • Horizon Small/Mid Cap Core Equity ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #1886 holding.
  • 3 funds tracked by Wall St. Rank held Horizon Small/Mid Cap Core Equity ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.