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
Q2 		$897K Buy
28,922
+4,455
+18% +$134K 0.03% 459
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 $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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Simplicity Wealth's STOX Position: Q2 2026 in Review

Simplicity Wealth increased its Horizon Core Equity ETF (STOX) stake by 18% in Q2 2026, buying an estimated $134K and bringing the position to 28,922 shares worth $897K. The position accounts for 0.03% of the portfolio, ranked #459.

Simplicity Wealth first reported a position in STOX in Q1 2026 and has held it in 2 quarters since. 12 funds tracked by Wall St. Rank hold STOX as of Q2 2026.

  • Simplicity Wealth held 28,922 shares of Horizon Core Equity ETF worth $897K as of Q2 2026.
  • Simplicity Wealth bought 4,455 Horizon Core Equity ETF shares in Q2 2026, an estimated $134K.
  • Horizon Core Equity ETF made up 0.03% of Simplicity Wealth's portfolio in Q2 2026, its #459 holding.
  • Simplicity Wealth first reported a position in Horizon Core Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 12 funds tracked by Wall St. Rank held Horizon Core Equity ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.