Horizon Family Wealth’s RJ Eagle Vertical Income ETF RJVI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.43M Buy
96,893
+274
+0.3% +$6.87K 1.11% 24
2026
Q1
$2.41M Sell
96,619
-2,420
-2% -$61.1K 1.27% 24
2025
Q4
$2.47M Buy
+99,039
New +$2.48M 1.32% 20

Other funds holding RJVI

Horizon Family Wealth's RJVI Position: Q2 2026 in Review

Horizon Family Wealth increased its RJ Eagle Vertical Income ETF (RJVI) stake by 0.28% in Q2 2026, buying an estimated $6.87K and bringing the position to 96,893 shares worth $2.43M. The position accounts for 1.11% of the portfolio, ranked #24.

Horizon Family Wealth first reported a position in RJVI in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.47M in Q4 2025. 4 funds tracked by Wall St. Rank hold RJVI as of Q2 2026.

  • Horizon Family Wealth held 96,893 shares of RJ Eagle Vertical Income ETF worth $2.43M as of Q2 2026.
  • Horizon Family Wealth bought 274 RJ Eagle Vertical Income ETF shares in Q2 2026, an estimated $6.87K.
  • RJ Eagle Vertical Income ETF made up 1.11% of Horizon Family Wealth's portfolio in Q2 2026, its #24 holding.
  • Horizon Family Wealth first reported a position in RJ Eagle Vertical Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Horizon Family Wealth's RJ Eagle Vertical Income ETF position peaked at $2.47M in Q4 2025.
  • 4 funds tracked by Wall St. Rank held RJ Eagle Vertical Income ETF as of Q2 2026.

Based on Horizon Family Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.