Jones Financial Companies’s Horizon Core Equity ETF STOX Stock Holding History

Jones Financial Companies’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	$13K	Buy	+430	New	+$12.9K	﹤0.01%	3684

Other funds holding STOX

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 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

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

Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Jones Financial Companies's STOX Position: Q2 2026 in Review

Jones Financial Companies opened a new position in Horizon Core Equity ETF (STOX) in Q2 2026: 430 shares worth $13K. The stake represents ﹤0.01% of the portfolio and ranks #3684 among its holdings.

12 funds tracked by Wall St. Rank hold STOX as of Q2 2026.

Jones Financial Companies held 430 shares of Horizon Core Equity ETF worth $13K as of Q2 2026.
Horizon Core Equity ETF was a new Jones Financial Companies position in Q2 2026.
Horizon Core Equity ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3684 holding.
12 funds tracked by Wall St. Rank held Horizon Core Equity ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.