HI
STOX

Horizon Investments’s Horizon Core Equity ETF STOX Stock Holding History

Horizon Investments’s Portfolio STOX Stock Details STOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$26.1K Sell
842
-842
-50% -$25.3K ﹤0.01% 1171
2026
Q1 		$45.6K Buy
1,684
+842
+100% +$23.8K ﹤0.01% 1136
2025
Q4 		$23.9K Buy
842
+302
+56% +$8.46K ﹤0.01% 1145
2025
Q3 		$14.9K Buy
+540
New +$14.3K ﹤0.01% 1028

Other funds holding STOX

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Horizon Investments's STOX Position: Q2 2026 in Review

Horizon Investments reduced its Horizon Core Equity ETF (STOX) stake by 50% in Q2 2026, selling an estimated $25.3K and leaving 842 shares worth $26.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1171.

Horizon Investments first reported a position in STOX in Q3 2025 and has held it in 4 quarters since. The position peaked at $45.6K in Q1 2026. 12 funds tracked by Wall St. Rank hold STOX as of Q2 2026.

  • Horizon Investments held 842 shares of Horizon Core Equity ETF worth $26.1K as of Q2 2026.
  • Horizon Investments sold 842 Horizon Core Equity ETF shares in Q2 2026, an estimated $25.3K.
  • Horizon Core Equity ETF made up ﹤0.01% of Horizon Investments's portfolio in Q2 2026, its #1171 holding.
  • Horizon Investments first reported a position in Horizon Core Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • Horizon Investments's Horizon Core Equity ETF position peaked at $45.6K in Q1 2026.
  • 12 funds tracked by Wall St. Rank held Horizon Core Equity ETF as of Q2 2026.

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