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Horizon Fds shares owned by Change Path

Quarter-by-quarter ownership of Horizon Fds (SFTY) shares owned by Change Path from 13F filings

Historical chart of Change Path investment in Horizon Fds

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

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Quarterly reported holdings in Horizon Fds by Change Path

Quarter filed Position value Share count Share price at filing
2026-06-30 $726k 24k 30.76

More positions owned by Change Path

Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust State Street Spd (SPYM)
Pimco Etf Tr Active Bd Etf (BOND)
Advisorshares Tr Star Glob Buyw (VEGA)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Blackrock Etf Trust Ishares Intl Ctr (CORO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)

View all positions for Change Path

Top funds holding Horizon Fds

Bank of New York Mellon
Envestnet Asset Management
Foundations Investment Advisors
LPL Financial
J.M. Arbour
Cambridge Investment Research Advisors
Independent Advisor Alliance
Change Path
Brookstone Capital Management
Susquehanna International
Us Bancorp
Creative Planning
UBS Group
AdvisorNet Financial
AE Wealth Management

View all funds holding Horizon Fds