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Geneos Wealth Management’s First Trust Horizon Managed Volatility Domestic ETF HUSV Stock Holding History

Geneos Wealth Management’s Portfolio HUSV Stock Details HUSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-751
Closed -$23.4K – 2129
2023
Q3 		$23.4K Sell
751
-175
-19% -$5.68K ﹤0.01% 1319
2023
Q2 		$30.5K Hold
926
– – ﹤0.01% 1241
2023
Q1 		$29.9K Hold
926
– – ﹤0.01% 1225
2022
Q4 		$30.6K Hold
926
– – ﹤0.01% 1214
2022
Q3 		$27K Buy
+926
New +$30.1K ﹤0.01% 1228

Other funds holding HUSV

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
GSEP
Golden State Equity Partners South Coast Metro, California $1.32B AUM 23.87% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Geneos Wealth Management's HUSV Position: Q4 2023 in Review

Geneos Wealth Management sold out of First Trust Horizon Managed Volatility Domestic ETF (HUSV) in Q4 2023, closing a stake of 751 shares — an estimated $23.4K sold.

Geneos Wealth Management first reported a position in HUSV in Q3 2022 and held it in 5 quarters. The position peaked at $30.6K in Q4 2022. 39 funds tracked by Wall St. Rank hold HUSV as of Q4 2023.

  • Geneos Wealth Management reported no remaining First Trust Horizon Managed Volatility Domestic ETF position as of Q4 2023 after selling out during the quarter.
  • Geneos Wealth Management sold 751 First Trust Horizon Managed Volatility Domestic ETF shares in Q4 2023, an estimated $23.4K.
  • Geneos Wealth Management first reported a position in First Trust Horizon Managed Volatility Domestic ETF in Q3 2022 and held it in 5 quarters.
  • Geneos Wealth Management's First Trust Horizon Managed Volatility Domestic ETF position peaked at $30.6K in Q4 2022.
  • 39 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Domestic ETF as of Q4 2023.

Based on Geneos Wealth Management's 13F filing for Q4 2023, filed 26 Jan 2024.