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Horizon Fds shares owned by Creative Planning

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

Historical chart of Creative Planning investment in Horizon Fds

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Horizon Fds by Creative Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $251k 8.1k 30.76

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View all positions for Creative Planning

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