Independent Advisor Alliance’s Horizon Managed Risk ETF SFTY Stock Holding History

Independent Advisor Alliance’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	$853K	Buy	+27,745	New	+$828K	0.02%	507

Other funds holding SFTY

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Independent Advisor Alliance's SFTY Position: Q2 2026 in Review

Independent Advisor Alliance opened a new position in Horizon Managed Risk ETF (SFTY) in Q2 2026: 27,745 shares worth $853K. The stake represents 0.02% of the portfolio and ranks #507 among its holdings.

13 funds tracked by Wall St. Rank hold SFTY as of Q2 2026.

Independent Advisor Alliance held 27,745 shares of Horizon Managed Risk ETF worth $853K as of Q2 2026.
Horizon Managed Risk ETF was a new Independent Advisor Alliance position in Q2 2026.
Horizon Managed Risk ETF made up 0.02% of Independent Advisor Alliance's portfolio in Q2 2026, its #507 holding.
13 funds tracked by Wall St. Rank held Horizon Managed Risk ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.