GM
SFTY

GeoWealth Management’s Horizon Managed Risk ETF SFTY Stock Holding History

GeoWealth Management’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 		$11.3K Buy
+366
New +$10.9K ﹤0.01% 874

Other funds holding SFTY

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

GeoWealth Management's SFTY Position: Q2 2026 in Review

GeoWealth Management opened a new position in Horizon Managed Risk ETF (SFTY) in Q2 2026: 366 shares worth $11.3K. The stake represents ﹤0.01% of the portfolio and ranks #874 among its holdings.

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

  • GeoWealth Management held 366 shares of Horizon Managed Risk ETF worth $11.3K as of Q2 2026.
  • Horizon Managed Risk ETF was a new GeoWealth Management position in Q2 2026.
  • Horizon Managed Risk ETF made up ﹤0.01% of GeoWealth Management's portfolio in Q2 2026, its #874 holding.
  • 6 funds tracked by Wall St. Rank held Horizon Managed Risk ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.