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

Horizon Family Wealth’s Portfolio RJVI Stock Details RJVI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

NRG

Nemes Rush Group Novi, Michigan $1.05B AUM 30.08% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Horizon Family Wealth's RJVI Position: Q1 2026 in Review

Horizon Family Wealth reduced its RJ Eagle Vertical Income ETF (RJVI) stake by 2.4% in Q1 2026, selling an estimated $61.1K and leaving 96,619 shares worth $2.41M. The position accounts for 1.27% of the portfolio, ranked #24.

Horizon Family Wealth first reported a position in RJVI in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.47M in Q4 2025. 4 funds tracked by Wall St. Rank hold RJVI as of Q1 2026.

Horizon Family Wealth held 96,619 shares of RJ Eagle Vertical Income ETF worth $2.41M as of Q1 2026.
Horizon Family Wealth sold 2,420 RJ Eagle Vertical Income ETF shares in Q1 2026, an estimated $61.1K.
RJ Eagle Vertical Income ETF made up 1.27% of Horizon Family Wealth's portfolio in Q1 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 2 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 Q1 2026.

Based on Horizon Family Wealth's 13F filing for Q1 2026, filed 8 May 2026.