Envestnet Asset Management
STOX

Envestnet Asset Management’s Horizon Core Equity ETF STOX Stock Holding History

Envestnet Asset Management’s Portfolio STOX Stock Details STOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.36M Buy
+172,633
New +$5.18M ﹤0.01% 2416

Other funds holding STOX

CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return

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

Envestnet Asset Management opened a new position in Horizon Core Equity ETF (STOX) in Q2 2026: 172,633 shares worth $5.36M. The stake represents ﹤0.01% of the portfolio and ranks #2416 among its holdings.

4 funds tracked by Wall St. Rank hold STOX as of Q2 2026.

  • Envestnet Asset Management held 172,633 shares of Horizon Core Equity ETF worth $5.36M as of Q2 2026.
  • Horizon Core Equity ETF was a new Envestnet Asset Management position in Q2 2026.
  • Horizon Core Equity ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2416 holding.
  • 4 funds tracked by Wall St. Rank held Horizon Core Equity ETF as of Q2 2026.

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