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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
2023
Q3 		– Sell
-16,050
Closed -$522K – 180
2023
Q2 		$522K Buy
+16,050
New +$521K 0.19% 93

Other funds holding HUSV

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
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 $1.32B AUM 23.87% 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
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.