HI
SMOX

Horizon Investments’s Horizon Small/Mid Cap Core Equity ETF SMOX Stock Holding History

Horizon Investments’s Portfolio SMOX Stock Details SMOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.33K Sell
239
-439
-65% -$12.7K ﹤0.01% 1221
2026
Q1 		$18K Buy
678
+339
+100% +$9.1K ﹤0.01% 1175
2025
Q4 		$8.53K Buy
+339
New +$8.6K ﹤0.01% 1173

Other funds holding SMOX

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 22.9% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SN
Sittner & Nelson Eugene, Oregon $318M AUM 31.11% 1-Year Est. Return

Horizon Investments's SMOX Position: Q2 2026 in Review

Horizon Investments reduced its Horizon Small/Mid Cap Core Equity ETF (SMOX) stake by 65% in Q2 2026, selling an estimated $12.7K and leaving 239 shares worth $7.33K. The position accounts for ﹤0.01% of the portfolio, ranked #1221.

Horizon Investments first reported a position in SMOX in Q4 2025 and has held it in 3 quarters since. The position peaked at $18K in Q1 2026. 8 funds tracked by Wall St. Rank hold SMOX as of Q2 2026.

  • Horizon Investments held 239 shares of Horizon Small/Mid Cap Core Equity ETF worth $7.33K as of Q2 2026.
  • Horizon Investments sold 439 Horizon Small/Mid Cap Core Equity ETF shares in Q2 2026, an estimated $12.7K.
  • Horizon Small/Mid Cap Core Equity ETF made up ﹤0.01% of Horizon Investments's portfolio in Q2 2026, its #1221 holding.
  • Horizon Investments first reported a position in Horizon Small/Mid Cap Core Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • Horizon Investments's Horizon Small/Mid Cap Core Equity ETF position peaked at $18K in Q1 2026.
  • 8 funds tracked by Wall St. Rank held Horizon Small/Mid Cap Core Equity ETF as of Q2 2026.

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