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Horizon Fds shares owned by Envestnet Portfolio Solutions

Quarter-by-quarter ownership of Horizon Fds (BENJ) shares owned by Envestnet Portfolio Solutions from 13F filings

Historical chart of Envestnet Portfolio Solutions investment in Horizon Fds

Tip: Access up to 7 years of quarterly data

All positions including Horizon Fds held by Envestnet Portfolio Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Horizon Fds by Envestnet Portfolio Solutions

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 26k 51.36
2025-06-30 $1.4M 27k 50.87

More positions owned by Envestnet Portfolio Solutions

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Trust For Professional Man Activepassive Us (APUE)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Trust For Professional Man Activepassive Cr (APCB)
Trust For Professional Man Activepassive Eq (APIE)

View all positions for Envestnet Portfolio Solutions

Top funds holding Horizon Fds

Bank of New York Mellon
Envestnet Asset Management
Cetera Investment Advisers
Cambridge Investment Research Advisors
CLS Investments
Principal Securities
H D Vest Advisory Services
Certior Financial Group
Envestnet Portfolio Solutions
Wolverine Trading
Advisor Group Holdings
Horizon Investments
LPL Financial
Atria Investments
Brookwood Investment Group

View all funds holding Horizon Fds