Kestra Advisory Services’s Horizon Small/Mid Cap Core Equity ETF SMOX Stock Holding History

Kestra Advisory Services’s Portfolio SMOX Stock Details SMOX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$390K	Buy	+13,601	New	+$408K	﹤0.01%	2722

Other funds holding SMOX

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.82B AUM 18.1% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $23.4B AUM 20.87% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.59B AUM 15.31% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $11.6B AUM 26.87% 1-Year Est. Return

Kestra Advisory Services's SMOX Position: Q3 2026 in Review

Kestra Advisory Services opened a new position in Horizon Small/Mid Cap Core Equity ETF (SMOX) in Q3 2026: 13,601 shares worth $390K. The stake represents ﹤0.01% of the portfolio and ranks #2722 among its holdings.

11 funds tracked by Wall St. Rank hold SMOX as of Q3 2026.

Kestra Advisory Services held 13,601 shares of Horizon Small/Mid Cap Core Equity ETF worth $390K as of Q3 2026.
Horizon Small/Mid Cap Core Equity ETF was a new Kestra Advisory Services position in Q3 2026.
Horizon Small/Mid Cap Core Equity ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #2722 holding.
11 funds tracked by Wall St. Rank held Horizon Small/Mid Cap Core Equity ETF as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.