Osaic Holdings’s Horizon Core Equity ETF STOX Stock Holding History

Osaic Holdings’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 Q1	$12K	Hold	442	–	–	﹤0.01%	6189
2025 Q4	$12.5K	Buy	+442	New	+$12.4K	﹤0.01%	6195

Other funds holding STOX

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Osaic Holdings's STOX Position: Q1 2026 in Review

Osaic Holdings held its Horizon Core Equity ETF (STOX) position steady in Q1 2026 at 442 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #6189.

Osaic Holdings first reported a position in STOX in Q4 2025 and has held it in 2 quarters since. The position peaked at $12.5K in Q4 2025. 8 funds tracked by Wall St. Rank hold STOX as of Q1 2026.

Osaic Holdings held 442 shares of Horizon Core Equity ETF worth $12K as of Q1 2026.
Osaic Holdings left its Horizon Core Equity ETF share count unchanged in Q1 2026.
Horizon Core Equity ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #6189 holding.
Osaic Holdings first reported a position in Horizon Core Equity ETF in Q4 2025 and has held it in 2 quarters since.
Osaic Holdings's Horizon Core Equity ETF position peaked at $12.5K in Q4 2025.
8 funds tracked by Wall St. Rank held Horizon Core Equity ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.