Foundations Investment Advisors’s Horizon Managed Risk ETF SFTY Stock Holding History

Foundations Investment Advisors’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	$19.8M	Buy	+644,442	New	+$19.2M	0.2%	111

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

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Foundations Investment Advisors's SFTY Position: Q2 2026 in Review

Foundations Investment Advisors opened a new position in Horizon Managed Risk ETF (SFTY) in Q2 2026: 644,442 shares worth $19.8M. The stake represents 0.2% of the portfolio and ranks #111 among its holdings.

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

Foundations Investment Advisors held 644,442 shares of Horizon Managed Risk ETF worth $19.8M as of Q2 2026.
Horizon Managed Risk ETF was a new Foundations Investment Advisors position in Q2 2026.
Horizon Managed Risk ETF made up 0.2% of Foundations Investment Advisors's portfolio in Q2 2026, its #111 holding.
19 funds tracked by Wall St. Rank held Horizon Managed Risk ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.