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Horizon Fds shares owned by Principal Securities

Quarter-by-quarter ownership of Horizon Fds (BENJ) shares owned by Principal Securities from 13F filings

Historical chart of Principal Securities investment in Horizon Fds

Tip: Access up to 7 years of quarterly data

All positions including Horizon Fds held by Principal Securities consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Horizon Fds by Principal Securities

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.5M 68k 51.36
2025-06-30 $2.7M 53k 50.87

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Principal Exchange Traded Prin U S Small (PSC)
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)
Microsoft Corporation (MSFT)
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Spdr Series Trust Portfolio S&p500 (SPLG)
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Amazon (AMZN)
Apple (AAPL)
Principal Exchange Traded Prnc Invt Grad (IG)
Ishares Tr Rus 1000 Etf (IWB)

View all positions for Principal Securities

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