Principal Securities’s Horizon Managed Risk ETF SFTY Stock Holding History

Principal Securities’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 Q3	$2.57M	Buy	+81,253	New	+$2.55M	0.03%	450

Other funds holding SFTY

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

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

Foundations Investment Advisors Phoenix, Arizona $10.1B AUM 19.55% 1-Year Est. Return

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

J.M. Arbour Gardiner, Maine $125M AUM 18.1% 1-Year Est. Return

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

Independent Advisor Alliance Charlotte, North Carolina $4.22B AUM 35.98% 1-Year Est. Return

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

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Golden State Equity Partners South Coast Metro, California $1.7B AUM 14.02% 1-Year Est. Return

Principal Securities's SFTY Position: Q3 2026 in Review

Principal Securities opened a new position in Horizon Managed Risk ETF (SFTY) in Q3 2026: 81,253 shares worth $2.57M. The stake represents 0.03% of the portfolio and ranks #450 among its holdings.

17 funds tracked by Wall St. Rank hold SFTY as of Q3 2026.

Principal Securities held 81,253 shares of Horizon Managed Risk ETF worth $2.57M as of Q3 2026.
Horizon Managed Risk ETF was a new Principal Securities position in Q3 2026.
Horizon Managed Risk ETF made up 0.03% of Principal Securities's portfolio in Q3 2026, its #450 holding.
17 funds tracked by Wall St. Rank held Horizon Managed Risk ETF as of Q3 2026.

Based on Principal Securities's 13F filing for Q3 2026, filed 12 Nov 2026.