HI
SFTY

Horizon Investments’s Horizon Managed Risk ETF SFTY Stock Holding History

Horizon Investments’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 		$59.2K Sell
1,925
-1,871
-49% -$55.9K ﹤0.01% 1142
2026
Q1 		$103K Buy
3,796
+2,319
+157% +$65.3K ﹤0.01% 1079
2025
Q4 		$41.6K Buy
1,477
+399
+37% +$11.1K ﹤0.01% 1130
2025
Q3 		$29.6K Buy
+1,078
New +$28.4K ﹤0.01% 1017

Other funds holding SFTY

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JMA
J.M. Arbour Gardiner, Maine $116M AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $4.27B AUM 45.92% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Horizon Investments's SFTY Position: Q2 2026 in Review

Horizon Investments reduced its Horizon Managed Risk ETF (SFTY) stake by 49% in Q2 2026, selling an estimated $55.9K and leaving 1,925 shares worth $59.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1142.

Horizon Investments first reported a position in SFTY in Q3 2025 and has held it in 4 quarters since. The position peaked at $103K in Q1 2026. 19 funds tracked by Wall St. Rank hold SFTY as of Q2 2026.

  • Horizon Investments held 1,925 shares of Horizon Managed Risk ETF worth $59.2K as of Q2 2026.
  • Horizon Investments sold 1,871 Horizon Managed Risk ETF shares in Q2 2026, an estimated $55.9K.
  • Horizon Managed Risk ETF made up ﹤0.01% of Horizon Investments's portfolio in Q2 2026, its #1142 holding.
  • Horizon Investments first reported a position in Horizon Managed Risk ETF in Q3 2025 and has held it in 4 quarters since.
  • Horizon Investments's Horizon Managed Risk ETF position peaked at $103K in Q1 2026.
  • 19 funds tracked by Wall St. Rank held Horizon Managed Risk ETF as of Q2 2026.

Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.