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International Assets Investment Management’s First Trust Horizon Managed Volatility Small/Mid ETF HSMV Stock Holding History

International Assets Investment Management’s Portfolio HSMV Stock Details HSMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.9K Hold
286
– – ﹤0.01% 1782
2026
Q1 		$10.4K Hold
286
– – ﹤0.01% 1675
2025
Q4 		$10.2K Buy
+286
New +$10.2K ﹤0.01% 1658

Other funds holding HSMV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CFG
Certior Financial Group King Of Prussia, Pennsylvania $183M AUM 14.84% 1-Year Est. Return

International Assets Investment Management's HSMV Position: Q2 2026 in Review

International Assets Investment Management held its First Trust Horizon Managed Volatility Small/Mid ETF (HSMV) position steady in Q2 2026 at 286 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1782.

International Assets Investment Management first reported a position in HSMV in Q4 2025 and has held it in 3 quarters since. 4 funds tracked by Wall St. Rank hold HSMV as of Q2 2026.

  • International Assets Investment Management held 286 shares of First Trust Horizon Managed Volatility Small/Mid ETF worth $10.9K as of Q2 2026.
  • International Assets Investment Management left its First Trust Horizon Managed Volatility Small/Mid ETF share count unchanged in Q2 2026.
  • First Trust Horizon Managed Volatility Small/Mid ETF made up ﹤0.01% of International Assets Investment Management's portfolio in Q2 2026, its #1782 holding.
  • International Assets Investment Management first reported a position in First Trust Horizon Managed Volatility Small/Mid ETF in Q4 2025 and has held it in 3 quarters since.
  • 4 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Small/Mid ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.