SW
STOX

Simplicity Wealth’s Horizon Core Equity ETF STOX Stock Holding History

Simplicity Wealth’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 		$662K Buy
+24,467
New +$693K 0.04% 387

Other funds holding STOX

Bank of New York Mellon
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
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Simplicity Wealth's STOX Position: Q1 2026 in Review

Simplicity Wealth opened a new position in Horizon Core Equity ETF (STOX) in Q1 2026: 24,467 shares worth $662K. The stake represents 0.04% of the portfolio and ranks #387 among its holdings.

8 funds tracked by Wall St. Rank hold STOX as of Q1 2026.

  • Simplicity Wealth held 24,467 shares of Horizon Core Equity ETF worth $662K as of Q1 2026.
  • Horizon Core Equity ETF was a new Simplicity Wealth position in Q1 2026.
  • Horizon Core Equity ETF made up 0.04% of Simplicity Wealth's portfolio in Q1 2026, its #387 holding.
  • 8 funds tracked by Wall St. Rank held Horizon Core Equity ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.