Harbour Investments’s First Trust Horizon Managed Volatility Domestic ETF HUSV Stock Holding History

Harbour Investments’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
2026 Q1	$7.67K	Buy	+200	New	+$7.87K	﹤0.01%	3395
2024 Q1	–	Sell	-3,775	Closed	-$127K	–	3268
2023 Q4	$127K	Hold	3,775	–	–	0.01%	1043
2023 Q3	$118K	Sell	3,775 -2,450	-39%	-$79.5K	0.01%	985
2023 Q2	$205K	Hold	6,225	–	–	0.01%	792
2023 Q1	$201K	Hold	6,225	–	–	0.01%	767
2022 Q4	$206K	Buy	6,225 +3,000	+93%	+$96.9K	0.01%	735
2022 Q3	$103K	Hold	3,225	–	–	0.01%	952
2022 Q2	$103K	Buy	+3,225	New	+$108K	0.01%	952
2021 Q4	$34K	Sell	950 -200	-17%	-$6.77K	﹤0.01%	1431
2021 Q3	$37K	Hold	1,150	–	–	﹤0.01%	1952
2021 Q2	$37K	Sell	1,150 -2,000	-63%	-$63K	﹤0.01%	1976
2021 Q1	$94K	Buy	+3,150	New	+$90.5K	﹤0.01%	1326

Other funds holding HUSV

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

GSWM

Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AAS

Asset Allocation Strategies Farmington, Michigan $563M AUM 15.65% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Harbour Investments's HUSV Position: Q1 2026 in Review

Harbour Investments opened a new position in First Trust Horizon Managed Volatility Domestic ETF (HUSV) in Q1 2026: 200 shares worth $7.67K. The stake represents ﹤0.01% of the portfolio and ranks #3395 among its holdings. This is a return to the name: Harbour Investments previously reported a position in HUSV as recently as Q4 2023.

Harbour Investments first reported a position in HUSV in Q1 2021 and has held it in 12 quarters since. The position peaked at $206K in Q4 2022. 47 funds tracked by Wall St. Rank hold HUSV as of Q1 2026.

Harbour Investments held 200 shares of First Trust Horizon Managed Volatility Domestic ETF worth $7.67K as of Q1 2026.
First Trust Horizon Managed Volatility Domestic ETF was a new Harbour Investments position in Q1 2026.
First Trust Horizon Managed Volatility Domestic ETF made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #3395 holding.
Harbour Investments first reported a position in First Trust Horizon Managed Volatility Domestic ETF in Q1 2021 and has held it in 12 quarters since.
Harbour Investments's First Trust Horizon Managed Volatility Domestic ETF position peaked at $206K in Q4 2022.
47 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Domestic ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.