Iams Wealth Management’s First Trust Horizon Managed Volatility Domestic ETF HUSV Stock Holding History

Iams Wealth Management’s Portfolio HUSV Stock Details HUSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-6,894	Closed	-$264K	–	169
2024 Q3	$264K	Buy	6,894 +325	+5%	+$12K	0.13%	130
2024 Q2	$233K	Sell	6,569 -730	-10%	-$25.5K	0.13%	129
2024 Q1	$256K	Sell	7,299 -732	-9%	-$25.3K	0.16%	103
2023 Q4	$269K	Buy	+8,031	New	+$259K	0.17%	100
2023 Q2	–	Sell	-6,868	Closed	-$223K	–	181
2023 Q1	$220K	Buy	+6,868	New	+$222K	0.18%	101

Other funds holding HUSV

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

GSWM

Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return

GSEP

Golden State Equity Partners South Coast Metro, California $37.1M AUM 20.75% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Iams Wealth Management's HUSV Position: Q4 2024 in Review

Iams Wealth Management sold out of First Trust Horizon Managed Volatility Domestic ETF (HUSV) in Q4 2024, closing a stake of 6,894 shares — an estimated $264K sold.

Iams Wealth Management first reported a position in HUSV in Q1 2023 and held it in 5 quarters. The position peaked at $269K in Q4 2023. 51 funds tracked by Wall St. Rank hold HUSV as of Q4 2024.

Iams Wealth Management reported no remaining First Trust Horizon Managed Volatility Domestic ETF position as of Q4 2024 after selling out during the quarter.
Iams Wealth Management sold 6,894 First Trust Horizon Managed Volatility Domestic ETF shares in Q4 2024, an estimated $264K.
Iams Wealth Management first reported a position in First Trust Horizon Managed Volatility Domestic ETF in Q1 2023 and held it in 5 quarters.
Iams Wealth Management's First Trust Horizon Managed Volatility Domestic ETF position peaked at $269K in Q4 2023.
51 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Domestic ETF as of Q4 2024.

Based on Iams Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.